JWM
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Janiczek Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Janiczek Wealth 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 		$2.02M Sell
4,007
-205
-5% -$99.6K 0.42% 28
2024
Q1 		$2.05M Buy
4,212
+149
+4% +$66.5K 0.44% 27
2023
Q4 		$1.44M Buy
4,063
+343
+9% +$112K 0.35% 33
2023
Q3 		$1.12M Buy
3,720
+597
+19% +$180K 0.29% 35
2023
Q2 		$896K Buy
3,123
+152
+5% +$37.5K 0.25% 37
2023
Q1 		$658K Buy
2,971
+322
+12% +$54.8K 0.19% 40
2022
Q4 		$362K Buy
2,649
+1,445
+120% +$170K 0.1% 71
2022
Q3 		$161K Sell
1,204
-514
-30% -$83.3K 0.05% 130
2022
Q2 		$273K Sell
1,718
-461
-21% -$88.9K 0.08% 80
2022
Q1 		$484K Sell
2,179
-225
-9% -$56.2K 0.13% 54
2021
Q4 		$809K Buy
2,404
+93
+4% +$30.9K 0.24% 37
2021
Q3 		$784K Buy
2,311
+407
+21% +$147K 0.28% 33
2021
Q2 		$662K Buy
1,904
+239
+14% +$76.7K 0.24% 35
2021
Q1 		$490K Buy
1,665
+208
+14% +$56K 0.2% 39
2020
Q4 		$398K Buy
1,457
+1,009
+225% +$277K 0.19% 36
2020
Q3 		$117K Buy
448
+303
+209% +$78.1K 0.06% 61
2020
Q2 		$33K Buy
145
+105
+263% +$21.9K 0.02% 101
2020
Q1 		$7K Hold
40
– – ﹤0.01% 113
2019
Q4 		$8K Hold
40
– – ﹤0.01% 120
2019
Q3 		$7K Sell
40
-70
-64% -$13.3K ﹤0.01% 121
2019
Q2 		$21K Buy
110
+70
+175% +$12.8K 0.01% 107
2019
Q1 		$7K Hold
40
– – ﹤0.01% 122
2018
Q4 		$5K Sell
40
-1
-2% -$145 ﹤0.01% 123
2018
Q3 		$7K Buy
41
+1
+3% +$181 ﹤0.01% 106
2018
Q2 		$8K Buy
+40
New +$7.23K ﹤0.01% 106

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

Janiczek Wealth Management's META Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2024, selling an estimated $99.6K and leaving 4,007 shares worth $2.02M. The position accounts for 0.42% of the portfolio, ranked #28.

Janiczek Wealth Management first reported a position in META in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.05M in Q1 2024. 4,094 funds tracked by Wall St. Rank hold META as of Q2 2024.

  • Janiczek Wealth Management held 4,007 shares of Meta Platforms (Facebook) worth $2.02M as of Q2 2024.
  • Janiczek Wealth Management sold 205 Meta Platforms (Facebook) shares in Q2 2024, an estimated $99.6K.
  • Meta Platforms (Facebook) made up 0.42% of Janiczek Wealth Management's portfolio in Q2 2024, its #28 holding.
  • Janiczek Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 25 quarters since.
  • Janiczek Wealth Management's Meta Platforms (Facebook) position peaked at $2.05M in Q1 2024.
  • 4,094 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.