CW
META icon

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

CIC Wealth’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
Q3 		$2.08M Buy
3,631
+106
+3% +$54.5K 0.54% 46
2024
Q2 		$1.78M Buy
3,525
+53
+2% +$25.8K 0.49% 48
2024
Q1 		$1.69M Buy
3,472
+1,229
+55% +$548K 0.49% 47
2023
Q4 		$794K Buy
2,243
+15
+0.7% +$4.88K 0.25% 75
2023
Q3 		$669K Hold
2,228
– – 0.24% 81
2023
Q2 		$639K Sell
2,228
-5
-0.2% -$1.23K 0.22% 83
2023
Q1 		$473K Sell
2,233
-82
-4% -$14K 0.18% 93
2022
Q4 		$279K Buy
+2,315
New +$272K 0.12% 116

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIC Wealth's META Position: Q3 2024 in Review

CIC Wealth increased its Meta Platforms (Facebook) (META) stake by 3% in Q3 2024, buying an estimated $54.5K and bringing the position to 3,631 shares worth $2.08M. The position accounts for 0.54% of the portfolio, ranked #46.

CIC Wealth first reported a position in META in Q4 2022 and has held it in 8 quarters since. 4,202 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • CIC Wealth held 3,631 shares of Meta Platforms (Facebook) worth $2.08M as of Q3 2024.
  • CIC Wealth bought 106 Meta Platforms (Facebook) shares in Q3 2024, an estimated $54.5K.
  • Meta Platforms (Facebook) made up 0.54% of CIC Wealth's portfolio in Q3 2024, its #46 holding.
  • CIC Wealth first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 8 quarters since.
  • 4,202 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.