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Capstone Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Capstone Financial Group’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
2020
Q3 		$81K Hold
315
– – 0.06% 110
2020
Q2 		$76K Buy
315
+2
+0.6% +$418 0.06% 105
2020
Q1 		$52K Hold
313
– – 0.05% 111
2019
Q4 		$64K Buy
+313
New +$60.6K 0.06% 113

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capstone Financial Group's META Position: Q3 2020 in Review

Capstone Financial Group held its Meta Platforms (Facebook) (META) position steady in Q3 2020 at 315 shares worth $81K. The position accounts for 0.06% of the portfolio, ranked #110.

Capstone Financial Group first reported a position in META in Q4 2019 and has held it in 4 quarters since. 2,855 funds tracked by Wall St. Rank hold META as of Q3 2020.

  • Capstone Financial Group held 315 shares of Meta Platforms (Facebook) worth $81K as of Q3 2020.
  • Capstone Financial Group left its Meta Platforms (Facebook) share count unchanged in Q3 2020.
  • Meta Platforms (Facebook) made up 0.06% of Capstone Financial Group's portfolio in Q3 2020, its #110 holding.
  • Capstone Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 4 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.