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

Curi 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
2024
Q1 		– Sell
-612
Closed -$217K – 87
2023
Q4 		$217K Buy
+612
New +$199K 0.03% 150
2023
Q3 		– Sell
-828
Closed -$238K – 168
2023
Q2 		$238K Sell
828
-136
-14% -$33.6K 0.03% 153
2023
Q1 		$204K Buy
+964
New +$164K 0.03% 163
2022
Q4 		– Sell
-1,893
Closed -$257K – 199
2022
Q3 		$257K Buy
1,893
+1,023
+118% +$166K 0.04% 146
2022
Q2 		$140K Sell
870
-90
-9% -$17.4K 0.03% 149
2022
Q1 		$213K Sell
960
-2,413
-72% -$603K 0.04% 113
2021
Q4 		$1.13M Buy
3,373
+2,332
+224% +$774K 0.2% 52
2021
Q3 		$353K Sell
1,041
-127
-11% -$45.7K 0.16% 54
2021
Q2 		$406K Buy
1,168
+266
+29% +$85.3K 0.2% 51
2021
Q1 		$265K Sell
902
-94
-9% -$25.3K 0.17% 71
2020
Q4 		$272K Buy
+996
New +$273K 0.2% 65

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

Curi Wealth Management's META Position: Q1 2024 in Review

Curi Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2024, closing a stake of 612 shares — an estimated $217K sold.

Curi Wealth Management first reported a position in META in Q4 2020 and held it in 11 quarters. The position peaked at $1.13M in Q4 2021. 4,009 funds tracked by Wall St. Rank hold META as of Q1 2024.

  • Curi Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 612 Meta Platforms (Facebook) shares in Q1 2024, an estimated $217K.
  • Curi Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 11 quarters.
  • Curi Wealth Management's Meta Platforms (Facebook) position peaked at $1.13M in Q4 2021.
  • 4,009 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.