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

Foresight 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
2022
Q4 		– Sell
-6,891
Closed -$935K – 68
2022
Q3 		$935K Buy
6,891
+741
+12% +$120K 0.21% 39
2022
Q2 		$992K Buy
6,150
+450
+8% +$86.8K 0.21% 42
2022
Q1 		$1.27M Buy
5,700
+2,101
+58% +$525K 0.23% 35
2021
Q4 		$1.21M Sell
3,599
-398
-10% -$132K 0.02% 39
2021
Q3 		$1.36M Sell
3,997
-121
-3% -$43.6K 0.27% 31
2021
Q2 		$1.43M Sell
4,118
-18
-0.4% -$5.78K 0.32% 33
2021
Q1 		$1.22M Sell
4,136
-296
-7% -$79.7K 0.31% 34
2020
Q4 		$1.21M Sell
4,432
-511
-10% -$140K 0.32% 34
2020
Q3 		$1.29M Sell
4,943
-156
-3% -$40.2K 0.43% 27
2020
Q2 		$1.16M Buy
5,099
+242
+5% +$50.5K 0.53% 33
2020
Q1 		$810K Buy
4,857
+653
+16% +$128K 0.56% 35
2019
Q4 		$863K Buy
4,204
+78
+2% +$15.1K 0.53% 39
2019
Q3 		$735K Buy
4,126
+117
+3% +$22.2K 0.53% 42
2019
Q2 		$774K Buy
4,009
+192
+5% +$35.1K 0.58% 42
2019
Q1 		$636K Buy
3,817
+321
+9% +$51K 0.55% 48
2018
Q4 		$458K Buy
+3,496
New +$506K 0.49% 52

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Foresight Wealth Management's META Position: Q4 2022 in Review

Foresight Wealth Management sold out of Meta Platforms (Facebook) (META) in Q4 2022, closing a stake of 6,891 shares — an estimated $935K sold.

Foresight Wealth Management first reported a position in META in Q4 2018 and held it in 16 quarters. The position peaked at $1.43M in Q2 2021. 2,758 funds tracked by Wall St. Rank hold META as of Q4 2022.

  • Foresight Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 6,891 Meta Platforms (Facebook) shares in Q4 2022, an estimated $935K.
  • Foresight Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and held it in 16 quarters.
  • Foresight Wealth Management's Meta Platforms (Facebook) position peaked at $1.43M in Q2 2021.
  • 2,758 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.