Clear Perspectives Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$212	Sell	1 -4	-80%	-$681	﹤0.01%	186
2022 Q4	$602	Buy	+5	New	+$587	﹤0.01%	202
2022 Q3	–	Sell	-67	Closed	-$11K	–	225
2022 Q2	$11K	Buy	67 +16	+31%	+$3.09K	﹤0.01%	150
2022 Q1	$11K	Buy	51 +50	+5,000%	+$12.5K	﹤0.01%	159
2021 Q4	$0	Hold	1	–	–	﹤0.01%	230
2021 Q3	$0	Hold	1	–	–	﹤0.01%	222
2021 Q2	$0	Hold	1	–	–	﹤0.01%	206
2021 Q1	$0	Hold	1	–	–	﹤0.01%	189
2020 Q4	$0	Buy	+1	New	+$274	﹤0.01%	182

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

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 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

Norges Bank Oslo, Norway $935B AUM

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

Clear Perspectives Financial Planning's META Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 80% in Q1 2023, selling an estimated $681 and leaving 1 share worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Clear Perspectives Financial Planning first reported a position in META in Q4 2020 and has held it in 9 quarters since. The position peaked at $11K in Q2 2022. 3,068 funds tracked by Wall St. Rank hold META as of Q1 2023.

Clear Perspectives Financial Planning held 1 share of Meta Platforms (Facebook) worth $212 as of Q1 2023.
Clear Perspectives Financial Planning sold 4 Meta Platforms (Facebook) shares in Q1 2023, an estimated $681.
Meta Platforms (Facebook) made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #186 holding.
Clear Perspectives Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 9 quarters since.
Clear Perspectives Financial Planning's Meta Platforms (Facebook) position peaked at $11K in Q2 2022.
3,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.