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Intelligent Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History

Intelligent Financial Strategies’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
2022
Q2 		– Sell
-1,955
Closed -$435K – 108
2022
Q1 		$435K Sell
1,955
-228
-10% -$57K 0.42% 36
2021
Q4 		$734K Buy
+2,183
New +$725K 0.66% 31

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intelligent Financial Strategies's META Position: Q2 2022 in Review

Intelligent Financial Strategies sold out of Meta Platforms (Facebook) (META) in Q2 2022, closing a stake of 1,955 shares — an estimated $435K sold.

Intelligent Financial Strategies first reported a position in META in Q4 2021 and held it in 2 quarters. The position peaked at $734K in Q4 2021. 3,074 funds tracked by Wall St. Rank hold META as of Q2 2022.

  • Intelligent Financial Strategies reported no remaining Meta Platforms (Facebook) position as of Q2 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 1,955 Meta Platforms (Facebook) shares in Q2 2022, an estimated $435K.
  • Intelligent Financial Strategies first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 2 quarters.
  • Intelligent Financial Strategies's Meta Platforms (Facebook) position peaked at $734K in Q4 2021.
  • 3,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2022.

Based on Intelligent Financial Strategies's 13F filing for Q2 2022, filed 8 Aug 2022.