BTR Capital Management’s Meta Platforms (Facebook) META Stock Holding History

BTR Capital 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
2021 Q4	–	Sell	-741	Closed	-$251K	–	176
2021 Q3	$251K	Sell	741 -100	-12%	-$36K	0.03%	147
2021 Q2	$292K	Buy	841 +110	+15%	+$35.3K	0.04%	142
2021 Q1	$215K	Sell	731 -200	-21%	-$53.9K	0.03%	162
2020 Q4	$254K	Buy	+931	New	+$255K	0.04%	151
2018 Q1	–	Sell	-1,554	Closed	-$274K	–	146
2017 Q4	$274K	Buy	1,554 +86	+6%	+$15.2K	0.05%	126
2017 Q3	$251K	Sell	1,468 -550	-27%	-$91.8K	0.05%	133
2017 Q2	$305K	Hold	2,018	–	–	0.06%	122
2017 Q1	$287K	Buy	+2,018	New	+$270K	0.06%	125

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BTR Capital Management's META Position: Q4 2021 in Review

BTR Capital Management sold out of Meta Platforms (Facebook) (META) in Q4 2021, closing a stake of 741 shares — an estimated $251K sold.

BTR Capital Management first reported a position in META in Q1 2017 and held it in 8 quarters. The position peaked at $305K in Q2 2017. 3,497 funds tracked by Wall St. Rank hold META as of Q4 2021.

BTR Capital Management reported no remaining Meta Platforms (Facebook) position as of Q4 2021 after selling out during the quarter.
BTR Capital Management sold 741 Meta Platforms (Facebook) shares in Q4 2021, an estimated $251K.
BTR Capital Management first reported a position in Meta Platforms (Facebook) in Q1 2017 and held it in 8 quarters.
BTR Capital Management's Meta Platforms (Facebook) position peaked at $305K in Q2 2017.
3,497 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2021.

Based on BTR Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.