KIG
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Kowal Investment Group’s Meta Platforms (Facebook) META Stock Holding History

Kowal Investment 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
Q3 		$2.78M Buy
4,853
+273
+6% +$140K 0.51% 32
2024
Q2 		$2.31M Buy
4,580
+585
+15% +$284K 0.46% 31
2024
Q1 		$1.94M Buy
3,995
+711
+22% +$317K 0.42% 33
2023
Q4 		$1.16M Buy
3,284
+193
+6% +$62.9K 0.27% 51
2023
Q3 		$928K Buy
3,091
+418
+16% +$126K 0.25% 55
2023
Q2 		$767K Buy
2,673
+476
+22% +$117K 0.21% 65
2023
Q1 		$466K Buy
+2,197
New +$374K 0.13% 82
2022
Q4 		– Sell
-3,071
Closed -$417K – 159
2022
Q3 		$417K Sell
3,071
-286
-9% -$46.4K 0.14% 79
2022
Q2 		$541K Sell
3,357
-516
-13% -$99.5K 0.18% 56
2022
Q1 		$861K Buy
3,873
+66
+2% +$16.5K 0.26% 41
2021
Q4 		$1.28M Sell
3,807
-233
-6% -$77.4K 0.38% 22
2021
Q3 		$1.37M Sell
4,040
-43
-1% -$15.5K 0.43% 18
2021
Q2 		$1.42M Buy
4,083
+617
+18% +$198K 0.51% 19
2021
Q1 		$1.02M Sell
3,466
-609
-15% -$164K 0.41% 23
2020
Q4 		$1.02M Buy
+4,075
New +$1.12M 0.47% 17

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

Kowal Investment Group's META Position: Q3 2024 in Review

Kowal Investment Group increased its Meta Platforms (Facebook) (META) stake by 6% in Q3 2024, buying an estimated $140K and bringing the position to 4,853 shares worth $2.78M. The position accounts for 0.51% of the portfolio, ranked #32.

Kowal Investment Group first reported a position in META in Q4 2020 and has held it in 15 quarters since. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Kowal Investment Group held 4,853 shares of Meta Platforms (Facebook) worth $2.78M as of Q3 2024.
  • Kowal Investment Group bought 273 Meta Platforms (Facebook) shares in Q3 2024, an estimated $140K.
  • Meta Platforms (Facebook) made up 0.51% of Kowal Investment Group's portfolio in Q3 2024, its #32 holding.
  • Kowal Investment Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 15 quarters since.
  • 4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.