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Halpern Financial’s Meta Platforms (Facebook) META Stock Holding History

Halpern Financial’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
Q3 		$46.4K Buy
+81
New +$41.7K 0.01% 96
2020
Q4 		– Sell
-4
Closed -$1.05K – 210
2020
Q3 		$1.05K Sell
4
-14
-78% -$3.61K ﹤0.01% 186
2020
Q2 		$4.09K Buy
+18
New +$3.76K ﹤0.01% 139

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

Halpern Financial's META Position: Q3 2024 in Review

Halpern Financial opened a new position in Meta Platforms (Facebook) (META) in Q3 2024: 81 shares worth $46.4K. The stake represents 0.01% of the portfolio and ranks #96 among its holdings. This is a return to the name: Halpern Financial previously reported a position in META as recently as Q3 2020.

Halpern Financial first reported a position in META in Q2 2020 and has held it in 3 quarters since. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Halpern Financial held 81 shares of Meta Platforms (Facebook) worth $46.4K as of Q3 2024.
  • Meta Platforms (Facebook) was a new Halpern Financial position in Q3 2024.
  • Meta Platforms (Facebook) made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #96 holding.
  • Halpern Financial first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 3 quarters since.
  • 4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.