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

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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harvest Group Wealth Management's META Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2021, closing a stake of 690 shares — an estimated $188K sold.

Harvest Group Wealth Management first reported a position in META in Q4 2017 and held it in 13 quarters. The position peaked at $2.42M in Q2 2018. 3,163 funds tracked by Wall St. Rank hold META as of Q1 2021.

Harvest Group Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 690 Meta Platforms (Facebook) shares in Q1 2021, an estimated $188K.
Harvest Group Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and held it in 13 quarters.
Harvest Group Wealth Management's Meta Platforms (Facebook) position peaked at $2.42M in Q2 2018.
3,163 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.