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

Clearview 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
2023
Q3 		– Sell
-303
Closed -$87K – 414
2023
Q2 		$87K Buy
303
+20
+7% +$4.93K 0.09% 155
2023
Q1 		$60K Buy
283
+95
+51% +$16.2K 0.06% 188
2022
Q4 		$22.6K Sell
188
-500
-73% -$58.7K 0.02% 232
2022
Q3 		$93K Hold
688
– – 0.07% 124
2022
Q2 		$111K Buy
688
+477
+226% +$92K 0.08% 113
2022
Q1 		$47K Sell
211
-1
-0.5% -$250 0.03% 203
2021
Q4 		$71K Sell
212
-195
-48% -$64.7K 0.04% 195
2021
Q3 		$138K Hold
407
– – 0.09% 135
2021
Q2 		$142K Buy
407
+101
+33% +$32.4K 0.09% 131
2021
Q1 		$90K Sell
306
-103
-25% -$27.7K 0.06% 167
2020
Q4 		$112K Buy
+409
New +$112K 0.08% 132

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clearview Wealth Advisors's META Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q3 2023, closing a stake of 303 shares — an estimated $87K sold.

Clearview Wealth Advisors first reported a position in META in Q4 2020 and held it in 11 quarters. The position peaked at $142K in Q2 2021. 3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 303 Meta Platforms (Facebook) shares in Q3 2023, an estimated $87K.
  • Clearview Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Meta Platforms (Facebook) position peaked at $142K in Q2 2021.
  • 3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.