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

Heritage Wealth Management (Arizona)’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
2022 Q4	$167K	Buy	1,386 +503	+57%	+$59.1K	0.02%	353
2022 Q3	$120K	Sell	883 -24	-3%	-$3.89K	0.04%	308
2022 Q2	$146K	Buy	907 +226	+33%	+$43.6K	0.05%	292
2022 Q1	$151K	Buy	+681	New	+$170K	0.04%	318
2021 Q3	$234K	Hold	689	–	–	0.08%	190
2021 Q2	$240K	Sell	689 -34	-5%	-$10.9K	0.09%	197
2021 Q1	$213K	Buy	+723	New	+$195K	0.12%	155

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s META Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Meta Platforms (Facebook) (META) stake by 57% in Q4 2022, buying an estimated $59.1K and bringing the position to 1,386 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #353.

Heritage Wealth Management (Arizona) first reported a position in META in Q1 2021 and has held it in 7 quarters since. The position peaked at $240K in Q2 2021. 2,756 funds tracked by Wall St. Rank hold META as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,386 shares of Meta Platforms (Facebook) worth $167K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 503 Meta Platforms (Facebook) shares in Q4 2022, an estimated $59.1K.
Meta Platforms (Facebook) made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #353 holding.
Heritage Wealth Management (Arizona) first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Meta Platforms (Facebook) position peaked at $240K in Q2 2021.
2,756 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.