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

Lake Point 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
2022 Q2	$40K	Hold	250	–	–	0.02%	78
2022 Q1	$56K	Buy	250 +30	+14%	+$7.5K	0.03%	63
2021 Q4	$74K	Buy	220 +20	+10%	+$6.64K	0.03%	56
2021 Q3	$68K	Hold	200	–	–	0.03%	53
2021 Q2	$70K	Buy	+200	New	+$64.2K	0.03%	51
2020 Q1	$36K	Sell	215 -6	-3%	-$1.18K	0.03%	57
2019 Q4	$45K	Buy	+221	New	+$42.8K	0.02%	124
2019 Q2	$46K	Hold	240	–	–	0.02%	145
2019 Q1	$46K	Sell	240 -1,703	-88%	-$271K	0.02%	145
2018 Q4	$255K	Buy	+1,943	New	+$281K	0.1%	120

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Point Wealth Management's META Position: Q2 2022 in Review

Lake Point Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2022 at 250 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #78.

Lake Point Wealth Management first reported a position in META in Q4 2018 and has held it in 10 quarters since. The position peaked at $255K in Q4 2018. 3,074 funds tracked by Wall St. Rank hold META as of Q2 2022.

Lake Point Wealth Management held 250 shares of Meta Platforms (Facebook) worth $40K as of Q2 2022.
Lake Point Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2022.
Meta Platforms (Facebook) made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #78 holding.
Lake Point Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Meta Platforms (Facebook) position peaked at $255K in Q4 2018.
3,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.