Kerntke Otto McGlone Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q3	–	Sell	-1,823	Closed	-$634K	–	94
2021 Q2	$634K	Buy	1,823 +40	+2%	+$12.8K	0.25%	67
2021 Q1	$525K	Sell	1,783 -136	-7%	-$36.6K	0.28%	67
2020 Q4	$524K	Sell	1,919 -8	-0.4%	-$2.19K	0.31%	66
2020 Q3	$505K	Sell	1,927 -305	-14%	-$78.7K	0.37%	62
2020 Q2	$507K	Buy	2,232 +669	+43%	+$140K	0.46%	53
2020 Q1	$261K	Buy	1,563 +75	+5%	+$14.7K	0.29%	65
2019 Q4	$305K	Buy	+1,488	New	+$288K	0.26%	77

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's META Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Meta Platforms (Facebook) (META) in Q3 2021, closing a stake of 1,823 shares — an estimated $634K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in META in Q4 2019 and held it in 7 quarters. The position peaked at $634K in Q2 2021. 3,245 funds tracked by Wall St. Rank hold META as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining Meta Platforms (Facebook) position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 1,823 Meta Platforms (Facebook) shares in Q3 2021, an estimated $634K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and held it in 7 quarters.
Kerntke Otto McGlone Wealth Management Group's Meta Platforms (Facebook) position peaked at $634K in Q2 2021.
3,245 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.