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Daniel L. Goodwin’s Meta Platforms (Facebook) META Stock Holding History

Daniel L. Goodwin’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 		$850K Buy
2,830
+810
+40% +$244K 0.41% 29
2023
Q2 		$580K Sell
2,020
-800
-28% -$197K 0.28% 44
2023
Q1 		$598K Hold
2,820
– – 0.3% 43
2022
Q4 		$339K Sell
2,820
-1,750
-38% -$205K 0.17% 58
2022
Q3 		$622K Hold
4,570
– – 0.36% 38
2022
Q2 		$897K Sell
4,570
-395
-8% -$76.2K 0.49% 30
2022
Q1 		$1.1M Buy
4,965
+805
+19% +$201K 0.48% 26
2021
Q4 		$1.4M Sell
4,160
-2,550
-38% -$847K 0.61% 25
2021
Q3 		$2.28M Buy
6,710
+200
+3% +$72K 1.06% 15
2021
Q2 		$2.26M Sell
6,510
-140
-2% -$44.9K 1.07% 15
2021
Q1 		$1.96M Buy
6,650
+5,100
+329% +$1.37M 1.02% 17
2020
Q4 		$424K Hold
1,550
– – 0.25% 61
2020
Q3 		$405K Buy
+1,550
New +$400K 0.28% 64
2018
Q1 		– Sell
-1,150
Closed -$203K – 93
2017
Q4 		$203K Buy
+1,150
New +$203K 0.09% 84

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

Daniel L. Goodwin's META Position: Q3 2023 in Review

Daniel L. Goodwin increased its Meta Platforms (Facebook) (META) stake by 40% in Q3 2023, buying an estimated $244K and bringing the position to 2,830 shares worth $850K. The position accounts for 0.41% of the portfolio, ranked #29.

Daniel L. Goodwin first reported a position in META in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.28M in Q3 2021. 3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • Daniel L. Goodwin held 2,830 shares of Meta Platforms (Facebook) worth $850K as of Q3 2023.
  • Daniel L. Goodwin bought 810 Meta Platforms (Facebook) shares in Q3 2023, an estimated $244K.
  • Meta Platforms (Facebook) made up 0.41% of Daniel L. Goodwin's portfolio in Q3 2023, its #29 holding.
  • Daniel L. Goodwin first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 14 quarters since.
  • Daniel L. Goodwin's Meta Platforms (Facebook) position peaked at $2.28M in Q3 2021.
  • 3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.