IA
META icon

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

Independence 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
2020
Q3 		$262K Hold
1,002
– – 0.06% 84
2020
Q2 		$228K Buy
+1,002
New +$209K 0.05% 85
2020
Q1 		– Sell
-1,032
Closed -$212K – 161
2019
Q4 		$212K Buy
+1,032
New +$200K 0.05% 96
2019
Q3 		– Sell
-1,037
Closed -$200K – 109
2019
Q2 		$200K Buy
+1,037
New +$189K 0.05% 98

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independence Advisors's META Position: Q3 2020 in Review

Independence Advisors held its Meta Platforms (Facebook) (META) position steady in Q3 2020 at 1,002 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #84.

Independence Advisors first reported a position in META in Q2 2019 and has held it in 4 quarters since. 2,854 funds tracked by Wall St. Rank hold META as of Q3 2020.

  • Independence Advisors held 1,002 shares of Meta Platforms (Facebook) worth $262K as of Q3 2020.
  • Independence Advisors left its Meta Platforms (Facebook) share count unchanged in Q3 2020.
  • Meta Platforms (Facebook) made up 0.06% of Independence Advisors's portfolio in Q3 2020, its #84 holding.
  • Independence Advisors first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 4 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.