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

Kays Financial 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
2020 Q3	$4.8M	Sell	18,318 -1,310	-7%	-$338K	0.77%	20
2020 Q2	$4.46M	Buy	19,628 +1,029	+6%	+$215K	0.78%	23
2020 Q1	$3.1M	Buy	18,599 +854	+5%	+$167K	0.64%	30
2019 Q4	$3.64M	Sell	17,745 -583	-3%	-$113K	0.64%	30
2019 Q3	$3.26M	Sell	18,328 -122	-0.7%	-$23.2K	0.6%	31
2019 Q2	$3.56M	Sell	18,450 -136	-0.7%	-$24.8K	0.65%	27
2019 Q1	$3.1M	Buy	18,586 +3,505	+23%	+$557K	0.6%	31
2018 Q4	$1.98M	Buy	15,081 +1,165	+8%	+$169K	0.45%	43
2018 Q3	$2.29M	Buy	13,916 +5,264	+61%	+$953K	0.49%	35
2018 Q2	$1.68M	Buy	+8,652	New	+$1.56M	0.37%	37
2018 Q1	–	Sell	-2,104	Closed	-$371K	–	84
2017 Q4	$371K	Buy	2,104 +414	+24%	+$73.2K	0.11%	63
2017 Q3	$289K	Buy	+1,690	New	+$282K	0.09%	68

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kays Financial Advisory's META Position: Q3 2020 in Review

Kays Financial Advisory reduced its Meta Platforms (Facebook) (META) stake by 6.7% in Q3 2020, selling an estimated $338K and leaving 18,318 shares worth $4.8M. The position accounts for 0.77% of the portfolio, ranked #20.

Kays Financial Advisory first reported a position in META in Q3 2017 and has held it in 12 quarters since. 2,855 funds tracked by Wall St. Rank hold META as of Q3 2020.

Kays Financial Advisory held 18,318 shares of Meta Platforms (Facebook) worth $4.8M as of Q3 2020.
Kays Financial Advisory sold 1,310 Meta Platforms (Facebook) shares in Q3 2020, an estimated $338K.
Meta Platforms (Facebook) made up 0.77% of Kays Financial Advisory's portfolio in Q3 2020, its #20 holding.
Kays Financial Advisory first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 12 quarters since.
2,855 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.