HFRG
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Houlihan Financial Resource Group’s Meta Platforms (Facebook) META Stock Holding History

Houlihan Financial Resource 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
2023
Q3 		– Sell
-1,922
Closed -$474K – 135
2023
Q2 		$474K Buy
+1,922
New +$474K 0.01% 113

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Houlihan Financial Resource Group's META Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of Meta Platforms (Facebook) (META) in Q3 2023, closing a stake of 1,922 shares — an estimated $474K sold.

Houlihan Financial Resource Group first reported a position in META in Q2 2023 and held it in 1 quarter. The position peaked at $474K in Q2 2023. 3,426 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining Meta Platforms (Facebook) position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 1,922 Meta Platforms (Facebook) shares in Q3 2023, an estimated $474K.
  • Houlihan Financial Resource Group first reported a position in Meta Platforms (Facebook) in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's Meta Platforms (Facebook) position peaked at $474K in Q2 2023.
  • 3,426 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.