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

CLA (CliftonLarsonAllen) 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
Q4 		– Sell
-5,622
Closed -$1.91M – 245
2021
Q3 		$1.91M Buy
5,622
+1,009
+22% +$363K 0.07% 104
2021
Q2 		$1.6M Buy
+4,613
New +$1.48M 0.07% 114

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CLA (CliftonLarsonAllen) Wealth Advisors's META Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q4 2021, closing a stake of 5,622 shares — an estimated $1.91M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in META in Q2 2021 and held it in 2 quarters. The position peaked at $1.91M in Q3 2021. 3,499 funds tracked by Wall St. Rank hold META as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 5,622 Meta Platforms (Facebook) shares in Q4 2021, an estimated $1.91M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.91M in Q3 2021.
  • 3,499 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.