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

FirstPurpose Wealth’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
2022 Q4	–	Sell	-3,873	Closed	-$525K	–	187
2022 Q3	$525K	Buy	3,873 +589	+18%	+$95.5K	0.35%	54
2022 Q2	$530K	Buy	3,284 +249	+8%	+$48K	0.36%	51
2022 Q1	$675K	Buy	3,035 +742	+32%	+$185K	0.53%	42
2021 Q4	$771K	Buy	+2,293	New	+$761K	0.48%	38

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

FirstPurpose Wealth's META Position: Q4 2022 in Review

FirstPurpose Wealth sold out of Meta Platforms (Facebook) (META) in Q4 2022, closing a stake of 3,873 shares — an estimated $525K sold.

FirstPurpose Wealth first reported a position in META in Q4 2021 and held it in 4 quarters. The position peaked at $771K in Q4 2021. 2,756 funds tracked by Wall St. Rank hold META as of Q4 2022.

FirstPurpose Wealth reported no remaining Meta Platforms (Facebook) position as of Q4 2022 after selling out during the quarter.
FirstPurpose Wealth sold 3,873 Meta Platforms (Facebook) shares in Q4 2022, an estimated $525K.
FirstPurpose Wealth first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 4 quarters.
FirstPurpose Wealth's Meta Platforms (Facebook) position peaked at $771K in Q4 2021.
2,756 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2022.

Based on FirstPurpose Wealth's 13F filing for Q4 2022, filed 26 Jan 2023.