EWP
META icon

Engrave Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Engrave Wealth Partners’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
Q4 		$205K Buy
+580
New +$189K 0.06% 77
2020
Q3 		– Sell
-402
Closed -$91K – 280
2020
Q2 		$91K Sell
402
-274
-41% -$57.2K 0.08% 78
2020
Q1 		$112K Sell
676
-122
-15% -$23.9K 0.13% 55
2019
Q4 		$163K Buy
+798
New +$155K 0.16% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Engrave Wealth Partners's META Position: Q4 2023 in Review

Engrave Wealth Partners opened a new position in Meta Platforms (Facebook) (META) in Q4 2023: 580 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #77 among its holdings. This is a return to the name: Engrave Wealth Partners previously reported a position in META as recently as Q2 2020.

Engrave Wealth Partners first reported a position in META in Q4 2019 and has held it in 4 quarters since. 3,757 funds tracked by Wall St. Rank hold META as of Q4 2023.

  • Engrave Wealth Partners held 580 shares of Meta Platforms (Facebook) worth $205K as of Q4 2023.
  • Meta Platforms (Facebook) was a new Engrave Wealth Partners position in Q4 2023.
  • Meta Platforms (Facebook) made up 0.06% of Engrave Wealth Partners's portfolio in Q4 2023, its #77 holding.
  • Engrave Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 4 quarters since.
  • 3,757 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.