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

Gray 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
2024
Q4 		$654K Buy
1,118
+40
+4% +$23.5K 0.25% 61
2024
Q3 		$617K Buy
1,078
+121
+13% +$62.3K 0.24% 61
2024
Q2 		$483K Buy
957
+220
+30% +$107K 0.21% 67
2024
Q1 		$358K Buy
737
+30
+4% +$13.4K 0.16% 83
2023
Q4 		$250K Buy
+707
New +$230K 0.12% 102
2022
Q1 		– Sell
-612
Closed -$206K – 128
2021
Q4 		$206K Buy
612
+10
+2% +$3.32K 0.1% 123
2021
Q3 		$204K Hold
602
– – 0.11% 117
2021
Q2 		$210K Buy
+602
New +$193K 0.12% 114

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gray Wealth Management's META Position: Q4 2024 in Review

Gray Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3.7% in Q4 2024, buying an estimated $23.5K and bringing the position to 1,118 shares worth $654K. The position accounts for 0.25% of the portfolio, ranked #61.

Gray Wealth Management first reported a position in META in Q2 2021 and has held it in 8 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Gray Wealth Management held 1,118 shares of Meta Platforms (Facebook) worth $654K as of Q4 2024.
  • Gray Wealth Management bought 40 Meta Platforms (Facebook) shares in Q4 2024, an estimated $23.5K.
  • Meta Platforms (Facebook) made up 0.25% of Gray Wealth Management's portfolio in Q4 2024, its #61 holding.
  • Gray Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 8 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.