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

Doyle 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
2022
Q3 		$467K Sell
3,444
-2
-0.1% -$324 0.04% 135
2022
Q2 		$556K Sell
3,446
-281
-8% -$54.2K 0.04% 129
2022
Q1 		$829K Buy
3,727
+272
+8% +$68K 0.06% 126
2021
Q4 		$1.16M Sell
3,455
-99
-3% -$32.9K 0.08% 104
2021
Q3 		$1.21M Buy
3,554
+464
+15% +$167K 0.1% 98
2021
Q2 		$1.07M Sell
3,090
-39
-1% -$12.5K 0.09% 106
2021
Q1 		$921K Buy
3,129
+14
+0.4% +$3.77K 0.09% 109
2020
Q4 		$851K Buy
3,115
+53
+2% +$14.5K 0.09% 111
2020
Q3 		$802K Buy
3,062
+110
+4% +$28.4K 0.09% 104
2020
Q2 		$670K Sell
2,952
-184
-6% -$38.4K 0.09% 100
2020
Q1 		$523K Buy
3,136
+5
+0.2% +$979 0.08% 99
2019
Q4 		$643K Buy
3,131
+41
+1% +$7.94K 0.08% 107
2019
Q3 		$550K Sell
3,090
-60
-2% -$11.4K 0.08% 111
2019
Q2 		$608K Hold
3,150
– – 0.08% 101
2019
Q1 		$593K Buy
3,150
+597
+23% +$94.9K 0.09% 99
2018
Q4 		$335K Sell
2,553
-5
-0.2% -$724 0.06% 133
2018
Q3 		$421K Buy
2,558
+22
+0.9% +$3.98K 0.07% 124
2018
Q2 		$493K Sell
2,536
-100
-4% -$18.1K 0.08% 110
2018
Q1 		$421K Sell
2,636
-3,151
-54% -$566K 0.07% 111
2017
Q4 		$1.02M Buy
5,787
+1,672
+41% +$296K 0.17% 63
2017
Q3 		$703K Buy
4,115
+700
+20% +$117K 0.12% 72
2017
Q2 		$516K Sell
3,415
-399
-10% -$59.3K 0.1% 86
2017
Q1 		$542K Buy
+3,814
New +$510K 0.11% 80

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Doyle Wealth Management's META Position: Q3 2022 in Review

Doyle Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.06% in Q3 2022, selling an estimated $324 and leaving 3,444 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #135.

Doyle Wealth Management first reported a position in META in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.21M in Q3 2021. 2,892 funds tracked by Wall St. Rank hold META as of Q3 2022.

  • Doyle Wealth Management held 3,444 shares of Meta Platforms (Facebook) worth $467K as of Q3 2022.
  • Doyle Wealth Management sold 2 Meta Platforms (Facebook) shares in Q3 2022, an estimated $324.
  • Meta Platforms (Facebook) made up 0.04% of Doyle Wealth Management's portfolio in Q3 2022, its #135 holding.
  • Doyle Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Meta Platforms (Facebook) position peaked at $1.21M in Q3 2021.
  • 2,892 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.