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

Elk River 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 Q1	–	Sell	-852	Closed	-$287K	–	134
2021 Q4	$287K	Sell	852 -32	-4%	-$10.6K	0.07%	106
2021 Q3	$300K	Sell	884 -44	-5%	-$15.8K	0.08%	100
2021 Q2	$323K	Sell	928 -17	-2%	-$5.45K	0.08%	96
2021 Q1	$278K	Sell	945 -177	-16%	-$47.7K	0.08%	102
2020 Q4	$306K	Buy	+1,122	New	+$308K	0.1%	94

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Elk River Wealth Management's META Position: Q1 2022 in Review

Elk River Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2022, closing a stake of 852 shares — an estimated $287K sold.

Elk River Wealth Management first reported a position in META in Q4 2020 and held it in 5 quarters. The position peaked at $323K in Q2 2021. 3,274 funds tracked by Wall St. Rank hold META as of Q1 2022.

Elk River Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2022 after selling out during the quarter.
Elk River Wealth Management sold 852 Meta Platforms (Facebook) shares in Q1 2022, an estimated $287K.
Elk River Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 5 quarters.
Elk River Wealth Management's Meta Platforms (Facebook) position peaked at $323K in Q2 2021.
3,274 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.