Executive Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Executive Wealth Group’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 Q1	$1.23M	Buy	2,700 +1,800	+200%	+$803K	0.26%	38
2023 Q4	$319K	Hold	900	–	–	0.2%	41
2023 Q3	$270K	Hold	900	–	–	0.19%	43
2023 Q2	$258K	Buy	+900	New	+$222K	0.17%	44
2022 Q2	–	Sell	-900	Closed	-$200K	–	46
2022 Q1	$200K	Hold	900	–	–	0.13%	48
2021 Q4	$303K	Hold	900	–	–	0.19%	42
2021 Q3	$305K	Hold	900	–	–	0.19%	43
2021 Q2	$313K	Hold	900	–	–	0.19%	44
2021 Q1	$265K	Hold	900	–	–	0.16%	44
2020 Q4	$246K	Hold	900	–	–	0.17%	43
2020 Q3	$236K	Hold	900	–	–	0.18%	41
2020 Q2	$204K	Buy	+900	New	+$188K	0.16%	43

Other funds holding META

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Executive Wealth Group's META Position: Q1 2024 in Review

Executive Wealth Group increased its Meta Platforms (Facebook) (META) stake by 200% in Q1 2024, buying an estimated $803K and bringing the position to 2,700 shares worth $1.23M. The position accounts for 0.26% of the portfolio, ranked #38.

Executive Wealth Group first reported a position in META in Q2 2020 and has held it in 12 quarters since. 4,017 funds tracked by Wall St. Rank hold META as of Q1 2024.

Executive Wealth Group held 2,700 shares of Meta Platforms (Facebook) worth $1.23M as of Q1 2024.
Executive Wealth Group bought 1,800 Meta Platforms (Facebook) shares in Q1 2024, an estimated $803K.
Meta Platforms (Facebook) made up 0.26% of Executive Wealth Group's portfolio in Q1 2024, its #38 holding.
Executive Wealth Group first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 12 quarters since.
4,017 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.