HWM
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Highwater Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Highwater 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
2018
Q1 		– Sell
-1,374
Closed -$242K – 31
2017
Q4 		$242K Hold
1,374
– – 0.52% 34
2017
Q3 		$235K Sell
1,374
-99
-7% -$16.5K 0.56% 32
2017
Q2 		$222K Buy
+1,473
New +$219K 0.53% 44

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Highwater Wealth Management's META Position: Q1 2018 in Review

Highwater Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2018, closing a stake of 1,374 shares — an estimated $242K sold.

Highwater Wealth Management first reported a position in META in Q2 2017 and held it in 3 quarters. The position peaked at $242K in Q4 2017. 2,221 funds tracked by Wall St. Rank hold META as of Q1 2018.

  • Highwater Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2018 after selling out during the quarter.
  • Highwater Wealth Management sold 1,374 Meta Platforms (Facebook) shares in Q1 2018, an estimated $242K.
  • Highwater Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2017 and held it in 3 quarters.
  • Highwater Wealth Management's Meta Platforms (Facebook) position peaked at $242K in Q4 2017.
  • 2,221 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2018.

Based on Highwater Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.