HPFG
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Hart & Patterson Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Hart & Patterson Financial Group’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 		$241K Sell
411
-24
-6% -$14.1K 0.12% 69
2024
Q3 		$249K Buy
435
+12
+3% +$6.17K 0.12% 67
2024
Q2 		$213K Buy
+423
New +$206K 0.11% 65

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

Hart & Patterson Financial Group's META Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Meta Platforms (Facebook) (META) stake by 5.5% in Q4 2024, selling an estimated $14.1K and leaving 411 shares worth $241K. The position accounts for 0.12% of the portfolio, ranked #69.

Hart & Patterson Financial Group first reported a position in META in Q2 2024 and has held it in 3 quarters since. The position peaked at $249K in Q3 2024. 4,642 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Hart & Patterson Financial Group held 411 shares of Meta Platforms (Facebook) worth $241K as of Q4 2024.
  • Hart & Patterson Financial Group sold 24 Meta Platforms (Facebook) shares in Q4 2024, an estimated $14.1K.
  • Meta Platforms (Facebook) made up 0.12% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #69 holding.
  • Hart & Patterson Financial Group first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 3 quarters since.
  • Hart & Patterson Financial Group's Meta Platforms (Facebook) position peaked at $249K in Q3 2024.
  • 4,642 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.