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Hillcrest Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Hillcrest Wealth Advisors’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
Q2 		– Sell
-1,418
Closed -$418K – 56
2021
Q1 		$418K Buy
1,418
+375
+36% +$101K 0.25% 40
2020
Q4 		$285K Sell
1,043
-1,000
-49% -$274K 0.19% 44
2020
Q3 		$535K Buy
+2,043
New +$527K 0.38% 39

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillcrest Wealth Advisors's META Position: Q2 2021 in Review

Hillcrest Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2021, closing a stake of 1,418 shares — an estimated $418K sold.

Hillcrest Wealth Advisors first reported a position in META in Q3 2020 and held it in 3 quarters. The position peaked at $535K in Q3 2020. 3,242 funds tracked by Wall St. Rank hold META as of Q2 2021.

  • Hillcrest Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2021 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 1,418 Meta Platforms (Facebook) shares in Q2 2021, an estimated $418K.
  • Hillcrest Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2020 and held it in 3 quarters.
  • Hillcrest Wealth Advisors's Meta Platforms (Facebook) position peaked at $535K in Q3 2020.
  • 3,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2021.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.