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Kiely Wealth Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$105K Hold
146
– – 0.07% 85
2024
Q3 		$85.6K Hold
146
– – 0.05% 96
2024
Q2 		$74K Buy
146
+12
+9% +$5.83K 0.04% 86
2024
Q1 		$58.3K Hold
134
– – 0.03% 96
2023
Q4 		$53K Buy
+134
New +$43.6K 0.03% 97

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's META Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Meta Platforms (Facebook) (META) position steady in Q4 2024 at 146 shares worth $105K. The position accounts for 0.07% of the portfolio, ranked #85.

Kiely Wealth Advisory Group first reported a position in META in Q4 2023 and has held it in 5 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Kiely Wealth Advisory Group held 146 shares of Meta Platforms (Facebook) worth $105K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Meta Platforms (Facebook) share count unchanged in Q4 2024.
  • Meta Platforms (Facebook) made up 0.07% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #85 holding.
  • Kiely Wealth Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 5 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.