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Kaizen Advisory’s Meta Platforms (Facebook) META Stock Holding History

Kaizen Advisory’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
2018
Q4 		$853K Buy
6,509
+832
+15% +$121K 0.59% 25
2018
Q3 		$934K Hold
5,677
– – 0.49% 95
2018
Q2 		$1.1M Buy
5,677
+3,381
+147% +$611K 0.56% 64
2018
Q1 		$367K Hold
2,296
– – 0.36% 13
2017
Q4 		$405K Buy
+2,296
New +$406K 0.24% 101

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Advisory's META Position: Q4 2018 in Review

Kaizen Advisory increased its Meta Platforms (Facebook) (META) stake by 15% in Q4 2018, buying an estimated $121K and bringing the position to 6,509 shares worth $853K. The position accounts for 0.59% of the portfolio, ranked #25.

Kaizen Advisory first reported a position in META in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.1M in Q2 2018. 2,294 funds tracked by Wall St. Rank hold META as of Q4 2018.

  • Kaizen Advisory held 6,509 shares of Meta Platforms (Facebook) worth $853K as of Q4 2018.
  • Kaizen Advisory bought 832 Meta Platforms (Facebook) shares in Q4 2018, an estimated $121K.
  • Meta Platforms (Facebook) made up 0.59% of Kaizen Advisory's portfolio in Q4 2018, its #25 holding.
  • Kaizen Advisory first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Meta Platforms (Facebook) position peaked at $1.1M in Q2 2018.
  • 2,294 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.