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Concert Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Concert Wealth Management’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
2017
Q3 		– Sell
-2,474
Closed -$376K – 90
2017
Q2 		$376K Sell
2,474
-26,470
-91% -$3.94M 0.37% 79
2017
Q1 		$3.34M Sell
28,944
-3,859
-12% -$516K 0.76% 17
2016
Q4 		$3.78M Sell
32,803
-16,972
-34% -$2.08M 0.84% 15
2016
Q3 		$6.38M Sell
49,775
-2,520
-5% -$313K 0.78% 17
2016
Q2 		$5.97M Buy
52,295
+5,892
+13% +$679K 0.81% 18
2016
Q1 		$5.29M Sell
46,403
-2,626
-5% -$277K 0.71% 21
2015
Q4 		$5.13M Buy
49,029
+1,693
+4% +$174K 0.68% 25
2015
Q3 		$4.26M Buy
47,336
+3,155
+7% +$290K 0.58% 33
2015
Q2 		$3.79M Buy
44,181
+826
+2% +$67.5K 0.49% 34
2015
Q1 		$1.95M Buy
43,355
+597
+1% +$46.8K 0.56% 42
2014
Q4 		$3.34M Buy
42,758
+1,909
+5% +$146K 0.51% 32
2014
Q3 		$3.24M Sell
40,849
-872
-2% -$64K 0.44% 14
2014
Q2 		$2.69M Buy
41,721
+908
+2% +$55.9K 0.33% 26
2014
Q1 		$2.46M Sell
40,813
-10,736
-21% -$680K 0.31% 30
2013
Q4 		$2.81M Buy
51,549
+3,750
+8% +$188K 0.36% 24
2013
Q3 		$2.41M Sell
47,799
-1,191
-2% -$44.3K 0.34% 23
2013
Q2 		$1.2M Buy
+48,990
New +$1.25M 0.18% 77

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concert Wealth Management's META Position: Q3 2017 in Review

Concert Wealth Management sold out of Meta Platforms (Facebook) (META) in Q3 2017, closing a stake of 2,474 shares — an estimated $376K sold.

Concert Wealth Management first reported a position in META in Q2 2013 and held it in 17 quarters. The position peaked at $6.38M in Q3 2016. 2,017 funds tracked by Wall St. Rank hold META as of Q3 2017.

  • Concert Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,474 Meta Platforms (Facebook) shares in Q3 2017, an estimated $376K.
  • Concert Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Meta Platforms (Facebook) position peaked at $6.38M in Q3 2016.
  • 2,017 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.