Financial Synergies Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-53	Closed	-$25.8K	–	294
2024 Q1	$25.8K	Sell	53 -37	-41%	-$16.5K	﹤0.01%	171
2023 Q4	$10.8K	Hold	90	–	–	﹤0.01%	181
2023 Q3	$27K	Hold	90	–	–	﹤0.01%	154
2023 Q2	$25.8K	Hold	90	–	–	﹤0.01%	147
2023 Q1	$19.1K	Hold	90	–	–	﹤0.01%	182
2022 Q4	$10.8K	Sell	90 -98	-52%	-$11.5K	﹤0.01%	181
2022 Q3	$25.5K	Hold	188	–	–	﹤0.01%	119
2022 Q2	$30.3K	Buy	+188	New	+$36.3K	﹤0.01%	122
2022 Q1	–	Sell	-767	Closed	-$258K	–	66
2021 Q4	$258K	Sell	767 -425	-36%	-$141K	0.04%	62
2021 Q3	$405K	Buy	1,192 +285	+31%	+$103K	0.06%	49
2021 Q2	$315K	Buy	+907	New	+$291K	0.04%	52
2021 Q1	–	Sell	-737	Closed	-$201K	–	63
2020 Q4	$201K	Buy	+737	New	+$202K	0.03%	56
2020 Q3	–	Sell	-1,157	Closed	-$263K	–	62
2020 Q2	$263K	Buy	+1,157	New	+$242K	0.09%	48

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

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

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

Financial Synergies Wealth Advisors's META Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2024, closing a stake of 53 shares — an estimated $25.8K sold.

Financial Synergies Wealth Advisors first reported a position in META in Q2 2020 and held it in 13 quarters. The position peaked at $405K in Q3 2021. 4,095 funds tracked by Wall St. Rank hold META as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 53 Meta Platforms (Facebook) shares in Q2 2024, an estimated $25.8K.
Financial Synergies Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2020 and held it in 13 quarters.
Financial Synergies Wealth Advisors's Meta Platforms (Facebook) position peaked at $405K in Q3 2021.
4,095 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.