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EnRich Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-153
Closed -$89.6K – 157
2024
Q4 		$89.6K Hold
153
– – 0.03% 82
2024
Q3 		$87.6K Hold
153
– – 0.03% 78
2024
Q2 		$77.1K Hold
153
– – 0.03% 84
2024
Q1 		$74.3K Buy
+153
New +$68.2K 0.03% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EnRich Financial Partners's META Position: Q1 2025 in Review

EnRich Financial Partners sold out of Meta Platforms (Facebook) (META) in Q1 2025, closing a stake of 153 shares — an estimated $89.6K sold.

EnRich Financial Partners first reported a position in META in Q1 2024 and held it in 4 quarters. The position peaked at $89.6K in Q4 2024. 4,693 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • EnRich Financial Partners reported no remaining Meta Platforms (Facebook) position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 153 Meta Platforms (Facebook) shares in Q1 2025, an estimated $89.6K.
  • EnRich Financial Partners first reported a position in Meta Platforms (Facebook) in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Meta Platforms (Facebook) position peaked at $89.6K in Q4 2024.
  • 4,693 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.