Landmark Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Landmark Financial Advisors’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
2023 Q4	$355K	Sell	1,003 -5	-0.5%	-$1.63K	0.13%	68
2023 Q3	$303K	Buy	1,008 +38	+4%	+$11.4K	0.12%	71
2023 Q2	$278K	Sell	970 -47	-5%	-$11.6K	0.11%	76
2023 Q1	$216K	Buy	+1,017	New	+$173K	0.09%	84
2018 Q1	–	Sell	-1,213	Closed	-$214K	–	56
2017 Q4	$214K	Buy	+1,213	New	+$214K	0.14%	55

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Landmark Financial Advisors's META Position: Q4 2023 in Review

Landmark Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.5% in Q4 2023, selling an estimated $1.63K and leaving 1,003 shares worth $355K. The position accounts for 0.13% of the portfolio, ranked #68.

Landmark Financial Advisors first reported a position in META in Q4 2017 and has held it in 5 quarters since. 3,763 funds tracked by Wall St. Rank hold META as of Q4 2023.

Landmark Financial Advisors held 1,003 shares of Meta Platforms (Facebook) worth $355K as of Q4 2023.
Landmark Financial Advisors sold 5 Meta Platforms (Facebook) shares in Q4 2023, an estimated $1.63K.
Meta Platforms (Facebook) made up 0.13% of Landmark Financial Advisors's portfolio in Q4 2023, its #68 holding.
Landmark Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 5 quarters since.
3,763 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.