EWF
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Epstein & White Financial’s Meta Platforms (Facebook) META Stock Holding History

Epstein & White Financial’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
Q2 		$413K Buy
1,186
+131
+12% +$42K 0.11% 48
2021
Q1 		$312K Sell
1,055
-63
-6% -$17K 0.09% 56
2020
Q4 		$305K Sell
1,118
-34
-3% -$9.32K 0.09% 56
2020
Q3 		$301K Sell
1,152
-72
-6% -$18.6K 0.11% 45
2020
Q2 		$278K Sell
1,224
-77
-6% -$16.1K 0.11% 50
2020
Q1 		$219K Sell
1,301
-80
-6% -$15.7K 0.09% 71
2019
Q4 		$283K Sell
1,381
-25
-2% -$4.84K 0.12% 57
2019
Q3 		$250K Sell
1,406
-222
-14% -$42.2K 0.12% 60
2019
Q2 		$314K Sell
1,628
-21
-1% -$3.84K 0.17% 61
2019
Q1 		$275K Sell
1,649
-388
-19% -$61.7K 0.16% 59
2018
Q4 		$267K Buy
2,037
+254
+14% +$36.8K 0.17% 58
2018
Q3 		$293K Sell
1,783
-28
-2% -$5.07K 0.19% 59
2018
Q2 		$352K Sell
1,811
-16
-0.9% -$2.89K 0.26% 66
2018
Q1 		$293K Buy
1,827
+120
+7% +$21.5K 0.19% 84
2017
Q4 		$304K Buy
+1,707
New +$302K 0.18% 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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Epstein & White Financial's META Position: Q2 2021 in Review

Epstein & White Financial increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2021, buying an estimated $42K and bringing the position to 1,186 shares worth $413K. The position accounts for 0.11% of the portfolio, ranked #48.

Epstein & White Financial first reported a position in META in Q4 2017 and has held it in 15 quarters since. 3,243 funds tracked by Wall St. Rank hold META as of Q2 2021.

  • Epstein & White Financial held 1,186 shares of Meta Platforms (Facebook) worth $413K as of Q2 2021.
  • Epstein & White Financial bought 131 Meta Platforms (Facebook) shares in Q2 2021, an estimated $42K.
  • Meta Platforms (Facebook) made up 0.11% of Epstein & White Financial's portfolio in Q2 2021, its #48 holding.
  • Epstein & White Financial first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 15 quarters since.
  • 3,243 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.