EA
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Elm Advisors’s Meta Platforms (Facebook) META Stock Holding History

Elm 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
2021
Q1 		– Sell
-60
Closed -$16K – 195
2020
Q4 		$16K Buy
+60
New +$16.4K 0.01% 218
2018
Q4 		– Sell
-70
Closed -$12K – 195
2018
Q3 		$12K Buy
+70
New +$12.7K 0.01% 248

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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

Elm Advisors's META Position: Q1 2021 in Review

Elm Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2021, closing a stake of 60 shares — an estimated $16K sold.

Elm Advisors first reported a position in META in Q3 2018 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 3,161 funds tracked by Wall St. Rank hold META as of Q1 2021.

  • Elm Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2021 after selling out during the quarter.
  • Elm Advisors sold 60 Meta Platforms (Facebook) shares in Q1 2021, an estimated $16K.
  • Elm Advisors first reported a position in Meta Platforms (Facebook) in Q3 2018 and held it in 2 quarters.
  • Elm Advisors's Meta Platforms (Facebook) position peaked at $16K in Q4 2020.
  • 3,161 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.