Cardinal Strategic Wealth Guidance’s Meta Platforms (Facebook) META Stock Holding History

Cardinal Strategic Wealth Guidance’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
2024 Q1	–	Sell	-918	Closed	-$325K	–	64
2023 Q4	$325K	Sell	918 -240	-21%	-$78.2K	0.13%	47
2023 Q3	$348K	Buy	1,158 +240	+26%	+$72.3K	0.16%	48
2023 Q2	$263K	Buy	+918	New	+$227K	0.12%	50
2022 Q2	–	Sell	-968	Closed	-$215K	–	97
2022 Q1	$215K	Sell	968 -47	-5%	-$11.7K	0.1%	69
2021 Q4	$341K	Hold	1,015	–	–	0.16%	57
2021 Q3	$344K	Buy	1,015 +47	+5%	+$16.9K	0.18%	56
2021 Q2	$337K	Sell	968 -23	-2%	-$7.38K	0.18%	54
2021 Q1	$292K	Hold	991	–	–	0.17%	56
2020 Q4	$271K	Sell	991 -187	-16%	-$51.3K	0.16%	47
2020 Q3	$309K	Buy	1,178 +23	+2%	+$5.93K	0.22%	44
2020 Q2	$262K	Buy	+1,155	New	+$241K	0.19%	44
2020 Q1	–	Sell	-1,155	Closed	-$237K	–	53
2019 Q4	$237K	Buy	+1,155	New	+$224K	0.2%	52

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

Cardinal Strategic Wealth Guidance's META Position: Q1 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Meta Platforms (Facebook) (META) in Q1 2024, closing a stake of 918 shares — an estimated $325K sold.

Cardinal Strategic Wealth Guidance first reported a position in META in Q4 2019 and held it in 12 quarters. The position peaked at $348K in Q3 2023. 4,009 funds tracked by Wall St. Rank hold META as of Q1 2024.

Cardinal Strategic Wealth Guidance reported no remaining Meta Platforms (Facebook) position as of Q1 2024 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 918 Meta Platforms (Facebook) shares in Q1 2024, an estimated $325K.
Cardinal Strategic Wealth Guidance first reported a position in Meta Platforms (Facebook) in Q4 2019 and held it in 12 quarters.
Cardinal Strategic Wealth Guidance's Meta Platforms (Facebook) position peaked at $348K in Q3 2023.
4,009 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2024, filed 25 Apr 2024.