BT Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

BT Wealth Management’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,059	Closed	-$235K	–	73
2022 Q1	$235K	Sell	1,059 -32	-3%	-$8K	0.06%	63
2021 Q4	$367K	Buy	1,091 +23	+2%	+$7.64K	0.1%	46
2021 Q3	$362K	Hold	1,068	–	–	0.11%	38
2021 Q2	$371K	Buy	+1,068	New	+$343K	0.11%	39
2019 Q1	–	Sell	-2,971	Closed	-$487K	–	85
2018 Q4	$487K	Buy	+2,971	New	+$430K	0.21%	54

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BT Wealth Management's META Position: Q2 2022 in Review

BT Wealth Management sold out of Meta Platforms (Facebook) (META) in Q2 2022, closing a stake of 1,059 shares — an estimated $235K sold.

BT Wealth Management first reported a position in META in Q4 2018 and held it in 5 quarters. The position peaked at $487K in Q4 2018. 3,074 funds tracked by Wall St. Rank hold META as of Q2 2022.

BT Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q2 2022 after selling out during the quarter.
BT Wealth Management sold 1,059 Meta Platforms (Facebook) shares in Q2 2022, an estimated $235K.
BT Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and held it in 5 quarters.
BT Wealth Management's Meta Platforms (Facebook) position peaked at $487K in Q4 2018.
3,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.