Burt Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Burt Wealth Advisors’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 Q1	–	Sell	-264	Closed	-$72K	–	252
2020 Q4	$72K	Buy	264 +4	+2%	+$1.1K	0.02%	155
2020 Q3	$68K	Hold	260	–	–	0.03%	152
2020 Q2	$59K	Buy	260 +6	+2%	+$1.25K	0.02%	169
2020 Q1	$42K	Hold	254	–	–	0.02%	176
2019 Q4	$52K	Hold	254	–	–	0.02%	169
2019 Q3	$45K	Sell	254 -28	-10%	-$5.32K	0.02%	174
2019 Q2	$54K	Hold	282	–	–	0.02%	164
2019 Q1	$47K	Buy	282 +28	+11%	+$4.45K	0.02%	180
2018 Q4	$33K	Hold	254	–	–	0.02%	197
2018 Q3	$42K	Buy	254 +25	+11%	+$4.53K	0.02%	192
2018 Q2	$44K	Hold	229	–	–	0.02%	185
2018 Q1	$37K	Sell	229 -165	-42%	-$29.6K	0.02%	204
2017 Q4	$70K	Buy	394 +29	+8%	+$5.13K	0.04%	154
2017 Q3	$62K	Hold	365	–	–	0.04%	160
2017 Q2	$55K	Hold	365	–	–	0.04%	173
2017 Q1	$52K	Hold	365	–	–	0.04%	163
2016 Q4	$18K	Hold	365	–	–	0.02%	241
2016 Q3	$46K	Buy	365 +165	+83%	+$20.5K	0.05%	163
2016 Q2	$22K	Hold	200	–	–	0.02%	209
2016 Q1	$23K	Hold	200	–	–	0.02%	234
2015 Q4	$20K	Buy	+200	New	+$20.5K	0.02%	207
2015 Q2	–	Sell	-250	Closed	-$21K	–	398
2015 Q1	$21K	Buy	+250	New	+$19.6K	0.02%	188

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Burt Wealth Advisors's META Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2021, closing a stake of 264 shares — an estimated $72K sold.

Burt Wealth Advisors first reported a position in META in Q1 2015 and held it in 22 quarters. The position peaked at $72K in Q4 2020. 3,161 funds tracked by Wall St. Rank hold META as of Q1 2021.

Burt Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 264 Meta Platforms (Facebook) shares in Q1 2021, an estimated $72K.
Burt Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2015 and held it in 22 quarters.
Burt Wealth Advisors's Meta Platforms (Facebook) position peaked at $72K in Q4 2020.
3,161 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.