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

Johanson Financial 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
2021
Q4 		$2.56M Buy
7,598
+74
+1% +$24.6K 0.78% 33
2021
Q3 		$2.55M Buy
7,524
+80
+1% +$28.8K 0.88% 29
2021
Q2 		$2.56M Buy
7,444
+525
+8% +$168K 0.87% 30
2021
Q1 		$2.1M Buy
6,919
+214
+3% +$57.6K 0.76% 32
2020
Q4 		$1.83M Buy
6,705
+170
+3% +$46.6K 0.74% 32
2020
Q3 		$1.73M Buy
6,535
+35
+0.5% +$9.03K 0.77% 31
2020
Q2 		$1.48M Buy
6,500
+100
+2% +$20.9K 0.74% 33
2020
Q1 		$1.07M Sell
6,400
-1,212,798
-99% -$237M 0.61% 40
2019
Q4 		$5.94M Buy
1,219,198
+1,213,460
+21,148% +$235M 0.28% 56
2019
Q3 		$1.02M Buy
5,738
+280
+5% +$53.2K 0.53% 44
2019
Q2 		$1.06M Sell
5,458
-210
-4% -$38.4K 0.56% 45
2019
Q1 		$945K Buy
5,668
+95
+2% +$15.1K 0.53% 46
2018
Q4 		$736K Buy
5,573
+380
+7% +$55K 0.5% 48
2018
Q3 		$853K Sell
5,193
-650
-11% -$118K 0.49% 46
2018
Q2 		$1.13M Buy
5,843
+742
+15% +$134K 0.72% 37
2018
Q1 		$814K Buy
5,101
+559
+12% +$100K 0.54% 44
2017
Q4 		$807K Buy
4,542
+147
+3% +$26K 0.53% 45
2017
Q3 		$753K Buy
4,395
+210
+5% +$35K 0.55% 45
2017
Q2 		$636K Buy
4,185
+246
+6% +$36.6K 0.52% 45
2017
Q1 		$559K Buy
+3,939
New +$526K 0.49% 46
2016
Q4 		– Sell
-3,885
Closed -$498K – 40
2016
Q3 		$498K Buy
3,885
+230
+6% +$28.6K 0.54% 46
2016
Q2 		$416K Buy
3,655
+440
+14% +$50.7K 0.49% 47
2016
Q1 		$366K Sell
3,215
-260
-7% -$27.4K 0.45% 47
2015
Q4 		$362K Buy
+3,475
New +$357K 0.47% 48

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Johanson Financial Advisors's META Position: Q4 2021 in Review

Johanson Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 0.98% in Q4 2021, buying an estimated $24.6K and bringing the position to 7,598 shares worth $2.56M. The position accounts for 0.78% of the portfolio, ranked #33.

Johanson Financial Advisors first reported a position in META in Q4 2015 and has held it in 24 quarters since. The position peaked at $5.94M in Q4 2019. 3,497 funds tracked by Wall St. Rank hold META as of Q4 2021.

  • Johanson Financial Advisors held 7,598 shares of Meta Platforms (Facebook) worth $2.56M as of Q4 2021.
  • Johanson Financial Advisors bought 74 Meta Platforms (Facebook) shares in Q4 2021, an estimated $24.6K.
  • Meta Platforms (Facebook) made up 0.78% of Johanson Financial Advisors's portfolio in Q4 2021, its #33 holding.
  • Johanson Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's Meta Platforms (Facebook) position peaked at $5.94M in Q4 2019.
  • 3,497 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.