HFG
META icon

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

Heron 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
2022
Q1 		– Sell
-673
Closed -$215K – 155
2021
Q4 		$215K Buy
+673
New +$223K 0.12% 139
2020
Q1 		– Sell
-973
Closed -$202K – 125
2019
Q4 		$202K Buy
+973
New +$188K 0.17% 130

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heron Financial Group's META Position: Q1 2022 in Review

Heron Financial Group sold out of Meta Platforms (Facebook) (META) in Q1 2022, closing a stake of 673 shares — an estimated $215K sold.

Heron Financial Group first reported a position in META in Q4 2019 and held it in 2 quarters. The position peaked at $215K in Q4 2021. 3,274 funds tracked by Wall St. Rank hold META as of Q1 2022.

  • Heron Financial Group reported no remaining Meta Platforms (Facebook) position as of Q1 2022 after selling out during the quarter.
  • Heron Financial Group sold 673 Meta Platforms (Facebook) shares in Q1 2022, an estimated $215K.
  • Heron Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and held it in 2 quarters.
  • Heron Financial Group's Meta Platforms (Facebook) position peaked at $215K in Q4 2021.
  • 3,274 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Heron Financial Group's 13F filing for Q1 2022, filed 12 May 2022.