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

Gupta 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
2016
Q1 		$805K Buy
7,059
+291
+4% +$30.7K 0.19% 105
2015
Q4 		$708K Buy
6,768
+902
+15% +$92.7K 0.18% 111
2015
Q3 		$527K Buy
5,866
+832
+17% +$76.3K 0.13% 133
2015
Q2 		$432K Buy
5,034
+2,853
+131% +$233K 0.11% 162
2015
Q1 		$179K Buy
+2,181
New +$171K 0.05% 235

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gupta Wealth Management's META Position: Q1 2016 in Review

Gupta Wealth Management increased its Meta Platforms (Facebook) (META) stake by 4.3% in Q1 2016, buying an estimated $30.7K and bringing the position to 7,059 shares worth $805K. The position accounts for 0.19% of the portfolio, ranked #105.

Gupta Wealth Management first reported a position in META in Q1 2015 and has held it in 5 quarters since. 1,630 funds tracked by Wall St. Rank hold META as of Q1 2016.

  • Gupta Wealth Management held 7,059 shares of Meta Platforms (Facebook) worth $805K as of Q1 2016.
  • Gupta Wealth Management bought 291 Meta Platforms (Facebook) shares in Q1 2016, an estimated $30.7K.
  • Meta Platforms (Facebook) made up 0.19% of Gupta Wealth Management's portfolio in Q1 2016, its #105 holding.
  • Gupta Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2015 and has held it in 5 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.