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Cypress Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Cypress Wealth 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
2019
Q1 		$4.18M Sell
25,056
-194
-0.8% -$30.9K 4.78% 3
2018
Q4 		$3.31M Buy
25,250
+163
+0.6% +$23.6K 4.55% 3
2018
Q3 		$4.13M Hold
25,087
– – 4.34% 2
2018
Q2 		$4.88M Buy
25,087
+422
+2% +$76.3K 5.28% 2
2018
Q1 		$3.94M Sell
24,665
-1,033
-4% -$185K 4.27% 2
2017
Q4 		$4.54M Sell
25,698
-3,492
-12% -$617K 4.35% 2
2017
Q3 		$4.99M Sell
29,190
-12,179
-29% -$2.03M 8.06% 2
2017
Q2 		$6.25M Sell
41,369
-22,021
-35% -$3.27M 7.29% 2
2017
Q1 		$9.01M Sell
63,390
-1,685
-3% -$225K 4.11% 4
2016
Q4 		$7.49M Sell
65,075
-4,363
-6% -$536K 3.42% 5
2016
Q3 		$8.91M Buy
69,438
+1,145
+2% +$142K 4.02% 5
2016
Q2 		$7.8M Sell
68,293
-2,161
-3% -$249K 3.86% 5
2016
Q1 		$8.04M Buy
70,454
+8,193
+13% +$864K 3.68% 6
2015
Q4 		$6.52M Sell
62,261
-6,979
-10% -$717K 3.3% 6
2015
Q3 		$6.22M Buy
69,240
+8,133
+13% +$746K 3.37% 6
2015
Q2 		$5.24M Buy
+61,107
New +$4.99M 3.07% 4

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Wealth Advisors's META Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.77% in Q1 2019, selling an estimated $30.9K and leaving 25,056 shares worth $4.18M. The position accounts for 4.78% of the portfolio, ranked #3.

Cypress Wealth Advisors first reported a position in META in Q2 2015 and has held it in 16 quarters since. The position peaked at $9.01M in Q1 2017. 2,360 funds tracked by Wall St. Rank hold META as of Q1 2019.

  • Cypress Wealth Advisors held 25,056 shares of Meta Platforms (Facebook) worth $4.18M as of Q1 2019.
  • Cypress Wealth Advisors sold 194 Meta Platforms (Facebook) shares in Q1 2019, an estimated $30.9K.
  • Meta Platforms (Facebook) made up 4.78% of Cypress Wealth Advisors's portfolio in Q1 2019, its #3 holding.
  • Cypress Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's Meta Platforms (Facebook) position peaked at $9.01M in Q1 2017.
  • 2,360 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.