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	$79K	Hold	300	–	–	0.01%	92
2020 Q2	$68K	Sell	300 -800	-73%	-$167K	0.01%	89
2020 Q1	$184K	Sell	1,100 -100	-8%	-$19.6K	0.04%	79
2019 Q4	$247K	Hold	1,200	–	–	0.04%	79
2019 Q3	$215K	Hold	1,200	–	–	0.04%	103
2019 Q2	$232K	Hold	1,200	–	–	0.04%	101
2019 Q1	$200K	Buy	1,200 +1,100	+1,100%	+$175K	0.04%	107
2018 Q4	$13K	Buy	+100	New	+$14.5K	﹤0.01%	106

Other funds holding META

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

BlackRock New York $5.72T 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

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.