Estate Counselors’s Meta Platforms (Facebook) META Stock Holding History

Estate Counselors’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	-3,195	Closed	-$1.87M	–	111
2024 Q4	$1.87M	Hold	3,195	–	–	0.2%	61
2024 Q3	$1.83M	Sell	3,195 -25	-0.8%	-$12.9K	0.19%	51
2024 Q2	$1.62M	Sell	3,220 -20	-0.6%	-$9.72K	0.18%	57
2024 Q1	$1.57M	Sell	3,240 -1,675	-34%	-$747K	0.18%	67
2023 Q4	$1.74M	Hold	4,915	–	–	0.21%	61
2023 Q3	$1.48M	Sell	4,915 -40	-0.8%	-$12.1K	0.2%	69
2023 Q2	$1.42M	Buy	+4,955	New	+$1.22M	0.18%	70
2022 Q4	–	Sell	-275	Closed	-$37K	–	172
2022 Q3	$37K	Hold	275	–	–	0.01%	152
2022 Q2	$44K	Hold	275	–	–	0.01%	150
2022 Q1	$61K	Hold	275	–	–	0.01%	143
2021 Q4	$92K	Hold	275	–	–	0.01%	129
2021 Q3	$93K	Hold	275	–	–	0.01%	143
2021 Q2	$95K	Hold	275	–	–	0.01%	139
2021 Q1	$81K	Hold	275	–	–	0.01%	137
2020 Q4	$75K	Sell	275 -2,075	-88%	-$569K	0.01%	113
2020 Q3	$615K	Buy	2,350 +275	+13%	+$70.9K	0.1%	69
2020 Q2	$471K	Buy	+2,075	New	+$433K	0.08%	92
2018 Q1	–	Sell	-6,000	Closed	-$1.06M	–	72
2017 Q4	$1.06M	Buy	+6,000	New	+$1.06M	0.21%	49

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Estate Counselors's META Position: Q1 2025 in Review

Estate Counselors sold out of Meta Platforms (Facebook) (META) in Q1 2025, closing a stake of 3,195 shares — an estimated $1.87M sold.

Estate Counselors first reported a position in META in Q4 2017 and held it in 18 quarters. The position peaked at $1.87M in Q4 2024. 4,692 funds tracked by Wall St. Rank hold META as of Q1 2025.

Estate Counselors reported no remaining Meta Platforms (Facebook) position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 3,195 Meta Platforms (Facebook) shares in Q1 2025, an estimated $1.87M.
Estate Counselors first reported a position in Meta Platforms (Facebook) in Q4 2017 and held it in 18 quarters.
Estate Counselors's Meta Platforms (Facebook) position peaked at $1.87M in Q4 2024.
4,692 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.