Cowen Prime Advisors’s Meta Platforms (Facebook) META Stock Holding History

Cowen Prime 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 Q2	$34.7K	Hold	121	–	–	0.01%	146
2023 Q1	$29K	Buy	121 +21	+21%	+$3.58K	0.01%	149
2022 Q4	$12K	Hold	100	–	–	﹤0.01%	164
2022 Q3	$14K	Hold	100	–	–	0.01%	142
2022 Q2	$16K	Buy	+100	New	+$19.3K	0.01%	144
2020 Q3	–	Sell	-100	Closed	-$16K	–	190
2020 Q2	$16K	Buy	+100	New	+$20.9K	0.01%	144
2018 Q1	–	Sell	-500	Closed	-$88K	–	203
2017 Q4	$88K	Hold	500	–	–	0.04%	119
2017 Q3	$85K	Hold	500	–	–	0.04%	110
2017 Q2	$75K	Hold	500	–	–	0.03%	122
2017 Q1	$71K	Hold	500	–	–	0.04%	121
2016 Q4	$58K	Hold	500	–	–	0.03%	127
2016 Q3	$64K	Hold	500	–	–	0.03%	156
2016 Q2	$57K	Hold	500	–	–	0.03%	140
2016 Q1	$57K	Hold	500	–	–	0.03%	141
2015 Q4	$52K	Hold	500	–	–	0.02%	145
2015 Q3	$45K	Hold	500	–	–	0.02%	160
2015 Q2	$43K	Sell	500 -190	-28%	-$15.5K	0.02%	166
2015 Q1	$57K	Hold	690	–	–	0.02%	176
2014 Q4	$54K	Hold	690	–	–	0.02%	191
2014 Q3	$55K	Hold	690	–	–	0.02%	180
2014 Q2	$46K	Hold	690	–	–	0.02%	177
2014 Q1	$42K	Sell	690 -110	-14%	-$6.97K	0.02%	180
2013 Q4	$43K	Hold	800	–	–	0.02%	181
2013 Q3	$40K	Buy	800 +600	+300%	+$22.3K	0.02%	191
2013 Q2	$5K	Buy	+200	New	+$5.12K	﹤0.01%	244

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

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

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

Cowen Prime Advisors's META Position: Q2 2023 in Review

Cowen Prime Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2023 at 121 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #146.

Cowen Prime Advisors first reported a position in META in Q2 2013 and has held it in 25 quarters since. The position peaked at $88K in Q4 2017. 3,317 funds tracked by Wall St. Rank hold META as of Q2 2023.

Cowen Prime Advisors held 121 shares of Meta Platforms (Facebook) worth $34.7K as of Q2 2023.
Cowen Prime Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2023.
Meta Platforms (Facebook) made up 0.01% of Cowen Prime Advisors's portfolio in Q2 2023, its #146 holding.
Cowen Prime Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 25 quarters since.
Cowen Prime Advisors's Meta Platforms (Facebook) position peaked at $88K in Q4 2017.
3,317 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2023.

Based on Cowen Prime Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.