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

ForthRight 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
Q1 		– Sell
-231
Closed -$63K – 130
2020
Q4 		$63K Buy
+231
New +$63.3K 0.05% 61

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ForthRight Wealth Management's META Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2021, closing a stake of 231 shares — an estimated $63K sold.

ForthRight Wealth Management first reported a position in META in Q4 2020 and held it in 1 quarter. The position peaked at $63K in Q4 2020. 3,161 funds tracked by Wall St. Rank hold META as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 231 Meta Platforms (Facebook) shares in Q1 2021, an estimated $63K.
  • ForthRight Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Meta Platforms (Facebook) position peaked at $63K in Q4 2020.
  • 3,161 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.