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Cornerstone Retirement Group’s Meta Platforms (Facebook) META Stock Holding History

Cornerstone Retirement Group’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
-1,530
Closed -$439K – 38
2023
Q2 		$439K Buy
+1,530
New +$378K 0.12% 7

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

Cornerstone Retirement Group's META Position: Q3 2023 in Review

Cornerstone Retirement Group sold out of Meta Platforms (Facebook) (META) in Q3 2023, closing a stake of 1,530 shares — an estimated $439K sold.

Cornerstone Retirement Group first reported a position in META in Q2 2023 and held it in 1 quarter. The position peaked at $439K in Q2 2023. 3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • Cornerstone Retirement Group reported no remaining Meta Platforms (Facebook) position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Retirement Group sold 1,530 Meta Platforms (Facebook) shares in Q3 2023, an estimated $439K.
  • Cornerstone Retirement Group first reported a position in Meta Platforms (Facebook) in Q2 2023 and held it in 1 quarter.
  • Cornerstone Retirement Group's Meta Platforms (Facebook) position peaked at $439K in Q2 2023.
  • 3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.