Clear Perspective Advisors’s Meta Platforms (Facebook) META Stock Holding History

Clear Perspective 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	$2.58M	Buy	7,672 +1,838	+32%	+$610K	0.78%	24
2021 Q3	$1.98M	Sell	5,834 -197	-3%	-$71K	0.68%	27
2021 Q2	$2.1M	Buy	6,031 +2,445	+68%	+$784K	0.73%	28
2021 Q1	$1.06M	Sell	3,586 -4,747	-57%	-$1.28M	0.41%	50
2020 Q4	$2.28M	Sell	8,333 -164	-2%	-$45K	0.93%	22
2020 Q3	$3.33K	Sell	8,497 -2,323	-21%	-$599K	1.56%	10
2020 Q2	$2.46M	Buy	10,820 +955	+10%	+$199K	1.34%	15
2020 Q1	$1.65M	Buy	+9,865	New	+$1.93M	1.1%	18
2019 Q4	–	Sell	-8,310	Closed	-$1.61M	–	22
2019 Q3	$1.48M	Sell	8,310 -475	-5%	-$90.3K	0.67%	33
2019 Q2	$1.7M	Sell	8,785 -907	-9%	-$166K	1.09%	21
2019 Q1	$1.73M	Buy	9,692 +695	+8%	+$111K	1.23%	20
2018 Q4	$1.18M	Sell	8,997 -604	-6%	-$87.5K	0.98%	22
2018 Q3	$1.58M	Buy	9,601 +145	+2%	+$26.2K	1.17%	21
2018 Q2	$1.84M	Buy	9,456 +245	+3%	+$44.3K	1.28%	16
2018 Q1	$1.47M	Sell	9,211 -30	-0.3%	-$5.39K	1.1%	19
2017 Q4	$1.63M	Buy	9,241 +187	+2%	+$33.1K	1.25%	15
2017 Q3	$1.55M	Sell	9,054 -340	-4%	-$56.7K	1.26%	15
2017 Q2	$1.42M	Buy	9,394 +763	+9%	+$113K	1.19%	18
2017 Q1	$1.23M	Buy	8,631 +800	+10%	+$107K	0.81%	29
2016 Q4	$901K	Buy	+7,831	New	+$962K	0.6%	37

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Clear Perspective Advisors's META Position: Q4 2021 in Review

Clear Perspective Advisors increased its Meta Platforms (Facebook) (META) stake by 32% in Q4 2021, buying an estimated $610K and bringing the position to 7,672 shares worth $2.58M. The position accounts for 0.78% of the portfolio, ranked #24.

Clear Perspective Advisors first reported a position in META in Q4 2016 and has held it in 20 quarters since. 3,498 funds tracked by Wall St. Rank hold META as of Q4 2021.

Clear Perspective Advisors held 7,672 shares of Meta Platforms (Facebook) worth $2.58M as of Q4 2021.
Clear Perspective Advisors bought 1,838 Meta Platforms (Facebook) shares in Q4 2021, an estimated $610K.
Meta Platforms (Facebook) made up 0.78% of Clear Perspective Advisors's portfolio in Q4 2021, its #24 holding.
Clear Perspective Advisors first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 20 quarters since.
3,498 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.