FWM
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Fairhaven Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Fairhaven Wealth Management’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
Q4 		$230K Sell
393
-25
-6% -$14.7K 0.07% 102
2024
Q3 		$239K Sell
418
-106
-20% -$54.5K 0.07% 102
2024
Q2 		$264K Buy
524
+40
+8% +$19.4K 0.09% 97
2024
Q1 		$235K Buy
+484
New +$216K 0.08% 105
2022
Q3 		– Sell
-1,575
Closed -$254K – 117
2022
Q2 		$254K Sell
1,575
-1,285
-45% -$248K 0.12% 83
2022
Q1 		$636K Sell
2,860
-6,420
-69% -$1.6M 0.26% 50
2021
Q4 		$3.12M Buy
9,280
+52
+0.6% +$17.3K 1.22% 21
2021
Q3 		$3.13M Buy
9,228
+850
+10% +$306K 1.29% 23
2021
Q2 		$2.91M Buy
8,378
+604
+8% +$194K 1.16% 23
2021
Q1 		$2.29M Buy
7,774
+1,723
+28% +$464K 0.96% 29
2020
Q4 		$1.65M Buy
6,051
+552
+10% +$151K 0.73% 35
2020
Q3 		$1.44M Buy
5,499
+392
+8% +$101K 0.85% 27
2020
Q2 		$1.16M Buy
5,107
+1,069
+26% +$223K 0.76% 29
2020
Q1 		$674K Buy
4,038
+1,874
+87% +$367K 0.61% 33
2019
Q4 		$444K Sell
2,164
-41
-2% -$7.94K 0.37% 40
2019
Q3 		$393K Hold
2,205
– – 0.37% 39
2019
Q2 		$426K Hold
2,205
– – 0.4% 39
2019
Q1 		$368K Buy
2,205
+119
+6% +$18.9K 0.35% 42
2018
Q4 		$273K Buy
+2,086
New +$302K 0.27% 49

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

Fairhaven Wealth Management's META Position: Q4 2024 in Review

Fairhaven Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 6% in Q4 2024, selling an estimated $14.7K and leaving 393 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #102.

Fairhaven Wealth Management first reported a position in META in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.13M in Q3 2021. 4,642 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Fairhaven Wealth Management held 393 shares of Meta Platforms (Facebook) worth $230K as of Q4 2024.
  • Fairhaven Wealth Management sold 25 Meta Platforms (Facebook) shares in Q4 2024, an estimated $14.7K.
  • Meta Platforms (Facebook) made up 0.07% of Fairhaven Wealth Management's portfolio in Q4 2024, its #102 holding.
  • Fairhaven Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 19 quarters since.
  • Fairhaven Wealth Management's Meta Platforms (Facebook) position peaked at $3.13M in Q3 2021.
  • 4,642 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.