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

CogentBlue 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
2025
Q1 		– Sell
-1,067
Closed -$625K – 71
2024
Q4 		$625K Buy
+1,067
New +$626K 0.55% 33

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CogentBlue Wealth Advisors's META Position: Q1 2025 in Review

CogentBlue Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2025, closing a stake of 1,067 shares — an estimated $625K sold.

CogentBlue Wealth Advisors first reported a position in META in Q4 2024 and held it in 1 quarter. The position peaked at $625K in Q4 2024. 4,692 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • CogentBlue Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2025 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 1,067 Meta Platforms (Facebook) shares in Q1 2025, an estimated $625K.
  • CogentBlue Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 1 quarter.
  • CogentBlue Wealth Advisors's Meta Platforms (Facebook) position peaked at $625K in Q4 2024.
  • 4,692 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on CogentBlue Wealth Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.