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KFA
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
0.66%
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
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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