IFAM
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Institutional & Family Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$1.34M Sell
2,652
-109
-4% -$53K 0.2% 91
2024
Q1 		$1.34M Sell
2,761
-893
-24% -$398K 0.21% 90
2023
Q4 		$1.29M Sell
3,654
-151
-4% -$49.2K 0.21% 84
2023
Q3 		$1.14M Sell
3,805
-13
-0.3% -$3.92K 0.19% 87
2023
Q2 		$1.1M Sell
3,818
-722
-16% -$178K 0.18% 92
2023
Q1 		$962K Buy
4,540
+3,410
+302% +$581K 0.16% 96
2022
Q4 		$136K Sell
1,130
-3,950
-78% -$464K 0.02% 151
2022
Q3 		$689K Buy
5,080
+1,997
+65% +$324K 0.12% 100
2022
Q2 		$497K Sell
3,083
-67
-2% -$12.9K 0.09% 109
2022
Q1 		$700K Sell
3,150
-3
-0.1% -$750 0.11% 111
2021
Q4 		$1.06M Sell
3,153
-42
-1% -$13.9K 0.17% 95
2021
Q3 		$1.08M Buy
3,195
+196
+7% +$70.6K 0.17% 92
2021
Q2 		$1.04M Buy
2,999
+150
+5% +$48.1K 0.17% 94
2021
Q1 		$839K Buy
2,849
+2,156
+311% +$581K 0.16% 95
2020
Q4 		$189K Sell
693
-14
-2% -$3.84K 0.04% 188
2020
Q3 		$185K Sell
707
-1,864
-73% -$481K 0.04% 178
2020
Q2 		$584K Buy
2,571
+140
+6% +$29.2K 0.12% 105
2020
Q1 		$405K Buy
2,431
+2
+0.1% +$392 0.09% 114
2019
Q4 		$499K Sell
2,429
-62
-2% -$12K 0.11% 122
2019
Q3 		$444K Sell
2,491
-12
-0.5% -$2.28K 0.1% 121
2019
Q2 		$483K Buy
2,503
+49
+2% +$8.95K 0.1% 117
2019
Q1 		$409K Buy
2,454
+98
+4% +$15.6K 0.09% 125
2018
Q4 		$309K Sell
2,356
-3
-0.1% -$435 0.07% 134
2018
Q3 		$388K Sell
2,359
-504
-18% -$91.2K 0.08% 135
2018
Q2 		$556K Sell
2,863
-157
-5% -$28.4K 0.12% 107
2018
Q1 		$483K Buy
3,020
+93
+3% +$16.7K 0.1% 115
2017
Q4 		$516K Sell
2,927
-74
-2% -$13.1K 0.1% 112
2017
Q3 		$513K Buy
+3,001
New +$501K 0.1% 124
2016
Q4 		– Sell
-1,767
Closed -$227K – 127
2016
Q3 		$227K Sell
1,767
-80
-4% -$9.93K 0.08% 111
2016
Q2 		$211K Buy
+1,847
New +$213K 0.07% 113

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's META Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Meta Platforms (Facebook) (META) stake by 3.9% in Q2 2024, selling an estimated $53K and leaving 2,652 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #91.

Institutional & Family Asset Management first reported a position in META in Q2 2016 and has held it in 30 quarters since. The position peaked at $1.34M in Q1 2024. 4,094 funds tracked by Wall St. Rank hold META as of Q2 2024.

  • Institutional & Family Asset Management held 2,652 shares of Meta Platforms (Facebook) worth $1.34M as of Q2 2024.
  • Institutional & Family Asset Management sold 109 Meta Platforms (Facebook) shares in Q2 2024, an estimated $53K.
  • Meta Platforms (Facebook) made up 0.2% of Institutional & Family Asset Management's portfolio in Q2 2024, its #91 holding.
  • Institutional & Family Asset Management first reported a position in Meta Platforms (Facebook) in Q2 2016 and has held it in 30 quarters since.
  • Institutional & Family Asset Management's Meta Platforms (Facebook) position peaked at $1.34M in Q1 2024.
  • 4,094 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.