FFSOTS
META icon

Fiduciary Financial Services of The Southwest’s Meta Platforms (Facebook) META Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$2.5M Sell
12,196
-207
-2% -$40.1K 0.65% 49
2019
Q3 		$2.21M Buy
12,403
+167
+1% +$31.7K 0.59% 52
2019
Q2 		$2.36M Buy
12,236
+206
+2% +$37.6K 0.67% 48
2019
Q1 		$2M Sell
12,030
-179
-1% -$28.5K 0.58% 54
2018
Q4 		$1.6M Sell
12,209
-1,386
-10% -$201K 0.5% 56
2018
Q3 		$2.24M Sell
13,595
-96
-0.7% -$17.4K 0.62% 50
2018
Q2 		$2.66M Sell
13,691
-402
-3% -$72.6K 0.81% 40
2018
Q1 		$2.25M Buy
14,093
+529
+4% +$95K 0.69% 48
2017
Q4 		$2.39M Buy
13,564
+1,405
+12% +$248K 0.7% 46
2017
Q3 		$2.08M Buy
12,159
+1,312
+12% +$219K 0.62% 49
2017
Q2 		$1.64M Buy
10,847
+1,685
+18% +$251K 0.5% 66
2017
Q1 		$1.3M Buy
9,162
+2,890
+46% +$386K 0.41% 73
2016
Q4 		$722K Buy
6,272
+1,091
+21% +$134K 0.24% 103
2016
Q3 		$665K Buy
5,181
+542
+12% +$67.3K 0.21% 111
2016
Q2 		$530K Buy
+4,639
New +$535K 0.17% 119

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's META Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Meta Platforms (Facebook) (META) stake by 1.7% in Q4 2019, selling an estimated $40.1K and leaving 12,196 shares worth $2.5M. The position accounts for 0.65% of the portfolio, ranked #49.

Fiduciary Financial Services of The Southwest first reported a position in META in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.66M in Q2 2018. 2,664 funds tracked by Wall St. Rank hold META as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 12,196 shares of Meta Platforms (Facebook) worth $2.5M as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 207 Meta Platforms (Facebook) shares in Q4 2019, an estimated $40.1K.
  • Meta Platforms (Facebook) made up 0.65% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #49 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Meta Platforms (Facebook) in Q2 2016 and has held it in 15 quarters since.
  • Fiduciary Financial Services of The Southwest's Meta Platforms (Facebook) position peaked at $2.66M in Q2 2018.
  • 2,664 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.