ETIA
META icon

Epic Trust Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Epic Trust 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
Q2 		$360K Buy
714
+194
+37% +$94.3K 0.4% 67
2024
Q1 		$253K Buy
+520
New +$232K 0.31% 88
2022
Q4 		– Sell
-3,122
Closed -$424K – 102
2022
Q3 		$424K Buy
+3,122
New +$506K 0.59% 48

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
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

Epic Trust Investment Advisors's META Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 37% in Q2 2024, buying an estimated $94.3K and bringing the position to 714 shares worth $360K. The position accounts for 0.4% of the portfolio, ranked #67.

Epic Trust Investment Advisors first reported a position in META in Q3 2022 and has held it in 3 quarters since. The position peaked at $424K in Q3 2022. 4,095 funds tracked by Wall St. Rank hold META as of Q2 2024.

  • Epic Trust Investment Advisors held 714 shares of Meta Platforms (Facebook) worth $360K as of Q2 2024.
  • Epic Trust Investment Advisors bought 194 Meta Platforms (Facebook) shares in Q2 2024, an estimated $94.3K.
  • Meta Platforms (Facebook) made up 0.4% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #67 holding.
  • Epic Trust Investment Advisors first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 3 quarters since.
  • Epic Trust Investment Advisors's Meta Platforms (Facebook) position peaked at $424K in Q3 2022.
  • 4,095 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.