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HGWM
Harvest Group Wealth Management’s
Meta Platforms (Facebook)
META
Stock Holding History
Harvest Group Wealth Management’s Portfolio
META Stock Details
META Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
-690
Closed
-$188K
–
430
2020
Q4
$188K
Buy
690
+25
+4%
+$6.85K
0.11%
43
2020
Q3
$174K
Buy
665
+102
+18%
+$26.3K
0.12%
41
2020
Q2
$127K
Sell
563
-18
-3%
-$3.76K
0.11%
44
2020
Q1
$96K
Hold
581
–
–
0.1%
54
2019
Q4
$119K
Hold
581
–
–
0.1%
51
2019
Q3
$103K
Hold
581
–
–
0.13%
52
2019
Q2
$112K
Sell
581
-11,104
-95%
-$2.03M
0.14%
40
2019
Q1
$1.95M
Sell
11,685
-336
-3%
-$53.4K
1.79%
12
2018
Q4
$1.58M
Sell
12,021
-333
-3%
-$48.2K
2.04%
9
2018
Q3
$2.03M
Sell
12,354
-91
-0.7%
-$16.5K
1.42%
10
2018
Q2
$2.42M
Buy
12,445
+15
+0.1%
+$2.71K
1.67%
15
2018
Q1
$1.99M
Buy
12,430
+286
+2%
+$51.4K
1.34%
15
2017
Q4
$2.14M
Buy
+12,144
New
+$2.15M
1.31%
16
Other funds holding META
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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