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Kolinsky Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Kolinsky Wealth Management’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 		$2.39M Buy
4,083
+363
+10% +$213K 1.46% 12
2024
Q3 		$2.13M Buy
3,720
+247
+7% +$127K 1.38% 10
2024
Q2 		$1.75M Buy
3,473
+59
+2% +$28.7K 1.25% 11
2024
Q1 		$1.66M Buy
3,414
+383
+13% +$171K 1.27% 12
2023
Q4 		$1.07M Buy
3,031
+560
+23% +$182K 0.94% 16
2023
Q3 		$742K Buy
2,471
+240
+11% +$72.3K 0.74% 25
2023
Q2 		$628K Buy
2,231
+806
+57% +$199K 0.6% 26
2023
Q1 		$302K Buy
+1,425
New +$243K 0.32% 77
2022
Q3 		– Sell
-1,341
Closed -$216K – 126
2022
Q2 		$216K Sell
1,341
-201
-13% -$38.8K 0.26% 110
2022
Q1 		$343K Sell
1,542
-1,091
-41% -$273K 0.34% 65
2021
Q4 		$886K Buy
+2,633
New +$874K 0.82% 17

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kolinsky Wealth Management's META Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Meta Platforms (Facebook) (META) stake by 9.8% in Q4 2024, buying an estimated $213K and bringing the position to 4,083 shares worth $2.39M. The position accounts for 1.46% of the portfolio, ranked #12.

Kolinsky Wealth Management first reported a position in META in Q4 2021 and has held it in 11 quarters since. 4,650 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Kolinsky Wealth Management held 4,083 shares of Meta Platforms (Facebook) worth $2.39M as of Q4 2024.
  • Kolinsky Wealth Management bought 363 Meta Platforms (Facebook) shares in Q4 2024, an estimated $213K.
  • Meta Platforms (Facebook) made up 1.46% of Kolinsky Wealth Management's portfolio in Q4 2024, its #12 holding.
  • Kolinsky Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 11 quarters since.
  • 4,650 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.