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

Glassman Wealth Services’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
2015
Q4 		– Sell
-20
Closed -$40K – 431
2015
Q3 		$40K Buy
+20
New +$1.83K 0.04% 157
2015
Q1 		– Sell
-60
Closed -$198K – 449
2014
Q4 		$198K Buy
+60
New +$4.59K 0.14% 76

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Glassman Wealth Services's META Position: Q1 2024 in Review

Glassman Wealth Services sold out of Meta Platforms (Facebook) (META) in Q1 2024, closing a stake of 4,115 shares — an estimated $1.46M sold.

Glassman Wealth Services first reported a position in META in Q4 2014 and held it in 37 quarters. The position peaked at $1.46M in Q4 2023. 4,009 funds tracked by Wall St. Rank hold META as of Q1 2024.

  • Glassman Wealth Services reported no remaining Meta Platforms (Facebook) position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 4,115 Meta Platforms (Facebook) shares in Q1 2024, an estimated $1.46M.
  • Glassman Wealth Services first reported a position in Meta Platforms (Facebook) in Q4 2014 and held it in 37 quarters.
  • Glassman Wealth Services's Meta Platforms (Facebook) position peaked at $1.46M in Q4 2023.
  • 4,009 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.