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

Filbrandt 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
2021
Q3 		$43K Buy
+126
New +$45.4K 0.02% 94
2020
Q3 		– Sell
-286
Closed -$65K – 272
2020
Q2 		$65K Buy
286
+271
+1,807% +$56.6K 0.05% 99
2020
Q1 		$3K Buy
+15
New +$2.94K ﹤0.01% 164

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 $4.14B AUM 15.99% 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

Filbrandt Wealth Management's META Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Meta Platforms (Facebook) (META) in Q3 2021: 126 shares worth $43K. The stake represents 0.02% of the portfolio and ranks #94 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in META as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in META in Q1 2020 and has held it in 3 quarters since. The position peaked at $65K in Q2 2020. 3,244 funds tracked by Wall St. Rank hold META as of Q3 2021.

  • Filbrandt Wealth Management held 126 shares of Meta Platforms (Facebook) worth $43K as of Q3 2021.
  • Meta Platforms (Facebook) was a new Filbrandt Wealth Management position in Q3 2021.
  • Meta Platforms (Facebook) made up 0.02% of Filbrandt Wealth Management's portfolio in Q3 2021, its #94 holding.
  • Filbrandt Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 3 quarters since.
  • Filbrandt Wealth Management's Meta Platforms (Facebook) position peaked at $65K in Q2 2020.
  • 3,244 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.