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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Meta Platforms (Facebook) META Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$561K Buy
2,053
+148
+8% +$40.6K 0.14% 51
2020
Q3 		$499K Buy
1,905
+173
+10% +$44.6K 0.14% 53
2020
Q2 		$393K Sell
1,732
-25
-1% -$5.22K 0.11% 49
2020
Q1 		$293K Buy
1,757
+100
+6% +$19.6K 0.08% 64
2019
Q4 		$340K Sell
1,657
-145
-8% -$28.1K 0.08% 77
2019
Q3 		$321K Buy
1,802
+182
+11% +$34.6K 0.08% 77
2019
Q2 		$313K Buy
1,620
+1
+0.1% +$183 0.08% 74
2019
Q1 		$270K Sell
1,619
-235
-13% -$37.4K 0.08% 77
2018
Q4 		$243K Hold
1,854
– – 0.08% 75
2018
Q3 		$305K Buy
1,854
+362
+24% +$65.5K 0.1% 65
2018
Q2 		$290K Hold
1,492
– – 0.1% 57
2018
Q1 		$238K Sell
1,492
-332
-18% -$59.6K 0.09% 68
2017
Q4 		$341K Buy
1,824
+419
+30% +$74.1K 0.89% 22
2017
Q3 		$240K Buy
1,405
+93
+7% +$15.5K 0.1% 50
2017
Q2 		$198K Buy
1,312
+133
+11% +$19.8K 0.08% 55
2017
Q1 		$168K Sell
1,179
-1,263
-52% -$169K 0.07% 65
2016
Q4 		$282K Buy
2,442
+1,347
+123% +$165K 0.08% 53
2016
Q3 		$140K Sell
1,095
-135
-11% -$16.8K 0.06% 80
2016
Q2 		$140K Buy
1,230
+18
+1% +$2.07K 0.06% 79
2016
Q1 		$138K Buy
1,212
+350
+41% +$36.9K 0.07% 71
2015
Q4 		$90K Buy
+862
New +$88.5K 0.04% 93

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's META Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its Meta Platforms (Facebook) (META) stake by 7.8% in Q4 2020, buying an estimated $40.6K and bringing the position to 2,053 shares worth $561K. The position accounts for 0.14% of the portfolio, ranked #51.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in META in Q4 2015 and has held it in 21 quarters since. 3,135 funds tracked by Wall St. Rank hold META as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 2,053 shares of Meta Platforms (Facebook) worth $561K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management bought 148 Meta Platforms (Facebook) shares in Q4 2020, an estimated $40.6K.
  • Meta Platforms (Facebook) made up 0.14% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #51 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 21 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.