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Edmonds Duncan Registered Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Edmonds Duncan Registered Investment 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
2024
Q3 		$928K Buy
1,621
+56
+4% +$28.8K 0.2% 55
2024
Q2 		$789K Hold
1,565
– – 0.19% 57
2024
Q1 		$760K Sell
1,565
-1
-0.1% -$446 0.19% 59
2023
Q4 		$554K Buy
1,566
+10
+0.6% +$3.26K 0.14% 66
2023
Q3 		$467K Hold
1,556
– – 0.13% 75
2023
Q2 		$447K Hold
1,556
– – 0.13% 73
2023
Q1 		$330K Sell
1,556
-500
-24% -$85.2K 0.1% 91
2022
Q4 		$247K Buy
2,056
+538
+35% +$63.2K 0.08% 110
2022
Q3 		$206K Sell
1,518
-200
-12% -$32.4K 0.07% 111
2022
Q2 		$277K Buy
1,718
+200
+13% +$38.6K 0.1% 93
2022
Q1 		$338K Sell
1,518
-300
-17% -$75K 0.1% 99
2021
Q4 		$581K Buy
1,818
+300
+20% +$99.6K 0.15% 72
2021
Q3 		$515K Hold
1,518
– – 0.16% 81
2021
Q2 		$528K Hold
1,518
– – 0.16% 81
2021
Q1 		$447K Hold
1,518
– – 0.15% 82
2020
Q4 		$409K Hold
1,518
– – 0.14% 82
2020
Q3 		$398K Sell
1,518
-210
-12% -$54.2K 0.17% 76
2020
Q2 		$392K Hold
1,728
– – 0.17% 78
2020
Q1 		$288K Buy
1,728
+122
+8% +$23.9K 0.15% 86
2019
Q4 		$330K Hold
1,606
– – 0.13% 87
2019
Q3 		$286K Hold
1,606
– – 0.12% 90
2019
Q2 		$310K Hold
1,606
– – 0.13% 90
2019
Q1 		$268K Hold
1,606
– – 0.11% 101
2018
Q4 		$211K Hold
1,606
– – 0.1% 106
2018
Q3 		$264K Buy
1,606
+30
+2% +$5.43K 0.11% 98
2018
Q2 		$306K Hold
1,576
– – 0.13% 90
2018
Q1 		$252K Buy
+1,576
New +$283K 0.11% 94

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's META Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 3.6% in Q3 2024, buying an estimated $28.8K and bringing the position to 1,621 shares worth $928K. The position accounts for 0.2% of the portfolio, ranked #55.

Edmonds Duncan Registered Investment Advisors first reported a position in META in Q1 2018 and has held it in 27 quarters since. 4,198 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 1,621 shares of Meta Platforms (Facebook) worth $928K as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 56 Meta Platforms (Facebook) shares in Q3 2024, an estimated $28.8K.
  • Meta Platforms (Facebook) made up 0.2% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #55 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 27 quarters since.
  • 4,198 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.