Coury Firm Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Coury Firm Asset 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
2023 Q3	$1.06M	Buy	3,542 +919	+35%	+$277K	1.7%	10
2023 Q2	$753K	Buy	2,623 +95	+4%	+$23.4K	1.09%	14
2023 Q1	$536K	Buy	2,528 +700	+38%	+$119K	0.75%	24
2022 Q4	$220K	Buy	1,828 +21	+1%	+$2.47K	0.33%	43
2022 Q3	$245K	Buy	1,807 +7	+0.4%	+$1.14K	0.37%	41
2022 Q2	$290K	Sell	1,800 -1,700	-49%	-$328K	0.38%	35
2022 Q1	$778K	Sell	3,500 -223	-6%	-$55.7K	0.67%	22
2021 Q4	$1.25M	Buy	+3,723	New	+$1.24M	0.95%	18

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Coury Firm Asset Management's META Position: Q3 2023 in Review

Coury Firm Asset Management increased its Meta Platforms (Facebook) (META) stake by 35% in Q3 2023, buying an estimated $277K and bringing the position to 3,542 shares worth $1.06M. The position accounts for 1.7% of the portfolio, ranked #10.

Coury Firm Asset Management first reported a position in META in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.25M in Q4 2021. 3,426 funds tracked by Wall St. Rank hold META as of Q3 2023.

Coury Firm Asset Management held 3,542 shares of Meta Platforms (Facebook) worth $1.06M as of Q3 2023.
Coury Firm Asset Management bought 919 Meta Platforms (Facebook) shares in Q3 2023, an estimated $277K.
Meta Platforms (Facebook) made up 1.7% of Coury Firm Asset Management's portfolio in Q3 2023, its #10 holding.
Coury Firm Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 8 quarters since.
Coury Firm Asset Management's Meta Platforms (Facebook) position peaked at $1.25M in Q4 2021.
3,426 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.