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

Frontier 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
Q2 		$3.25M Sell
20,187
-1,210
-6% -$233K 0.24% 93
2022
Q1 		$4.58M Sell
21,397
-906
-4% -$226K 0.06% 65
2021
Q4 		$7.5M Sell
22,303
-315
-1% -$105K 0.49% 43
2021
Q3 		$7.68M Buy
22,618
+721
+3% +$260K 0.53% 37
2021
Q2 		$7.61M Buy
21,897
+2,492
+13% +$799K 0.53% 36
2021
Q1 		$5.71M Sell
19,405
-3,078
-14% -$829K 0.44% 44
2020
Q4 		$6.14M Sell
22,483
-795
-3% -$218K 0.5% 37
2020
Q3 		$6.1M Sell
23,278
-935
-4% -$241K 0.56% 34
2020
Q2 		$5.5M Sell
24,213
-1,491
-6% -$311K 0.5% 38
2020
Q1 		$4.29M Buy
25,704
+16,009
+165% +$3.13M 0.7% 45
2019
Q4 		$1.99M Sell
9,695
-16,756
-63% -$3.25M 0.32% 73
2019
Q3 		$4.71M Sell
26,451
-1,857
-7% -$353K 0.7% 35
2019
Q2 		$5.46M Sell
28,308
-2,702
-9% -$494K 0.81% 29
2019
Q1 		$5.17M Sell
31,010
-1,012
-3% -$161K 0.7% 29
2018
Q4 		$4.2M Sell
32,022
-2,152
-6% -$312K 0.64% 36
2018
Q3 		$5.62M Sell
34,174
-4,327
-11% -$783K 0.54% 21
2018
Q2 		$7.48M Sell
38,501
-1,261
-3% -$228K 1.07% 14
2018
Q1 		$6.35M Sell
39,762
-15,799
-28% -$2.84M 0.89% 21
2017
Q4 		$9.8M Buy
55,561
+150
+0.3% +$26.5K 1.57% 12
2017
Q3 		$9.47M Buy
55,411
+4,119
+8% +$687K 1.36% 14
2017
Q2 		$7.74M Buy
51,292
+4,992
+11% +$742K 1.19% 16
2017
Q1 		$6.58M Sell
46,300
-4,141
-8% -$553K 1.01% 19
2016
Q4 		$5.8M Buy
50,441
+14,976
+42% +$1.84M 0.95% 22
2016
Q3 		$4.55M Buy
35,465
+9,394
+36% +$1.17M 0.69% 29
2016
Q2 		$2.98M Buy
26,071
+13,996
+116% +$1.61M 0.48% 53
2016
Q1 		$1.38M Buy
12,075
+3,101
+35% +$327K 0.12% 106
2015
Q4 		$939K Sell
8,974
-352
-4% -$36.2K 0.15% 139
2015
Q3 		$838K Buy
9,326
+765
+9% +$70.2K 0.13% 150
2015
Q2 		$734K Buy
8,561
+1,041
+14% +$85K 0.11% 155
2015
Q1 		$618K Buy
7,520
+622
+9% +$48.7K 0.1% 144
2014
Q4 		$538K Buy
+6,898
New +$527K 0.1% 136

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frontier Wealth Management's META Position: Q2 2022 in Review

Frontier Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 5.7% in Q2 2022, selling an estimated $233K and leaving 20,187 shares worth $3.25M. The position accounts for 0.24% of the portfolio, ranked #93.

Frontier Wealth Management first reported a position in META in Q4 2014 and has held it in 31 quarters since. The position peaked at $9.8M in Q4 2017. 3,078 funds tracked by Wall St. Rank hold META as of Q2 2022.

  • Frontier Wealth Management held 20,187 shares of Meta Platforms (Facebook) worth $3.25M as of Q2 2022.
  • Frontier Wealth Management sold 1,210 Meta Platforms (Facebook) shares in Q2 2022, an estimated $233K.
  • Meta Platforms (Facebook) made up 0.24% of Frontier Wealth Management's portfolio in Q2 2022, its #93 holding.
  • Frontier Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's Meta Platforms (Facebook) position peaked at $9.8M in Q4 2017.
  • 3,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.