LWPC
META icon

Legacy Wealth Partners (California)’s Meta Platforms (Facebook) META Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$1.51M Buy
4,343
+435
+11% +$140K 0.84% 25
2021
Q1 		$1.15M Buy
3,908
+3,114
+392% +$838K 0.67% 38
2020
Q4 		$217K Buy
+794
New +$218K 0.14% 86

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Partners (California)'s META Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Meta Platforms (Facebook) (META) stake by 11% in Q2 2021, buying an estimated $140K and bringing the position to 4,343 shares worth $1.51M. The position accounts for 0.84% of the portfolio, ranked #25.

Legacy Wealth Partners (California) first reported a position in META in Q4 2020 and has held it in 3 quarters since. 3,242 funds tracked by Wall St. Rank hold META as of Q2 2021.

  • Legacy Wealth Partners (California) held 4,343 shares of Meta Platforms (Facebook) worth $1.51M as of Q2 2021.
  • Legacy Wealth Partners (California) bought 435 Meta Platforms (Facebook) shares in Q2 2021, an estimated $140K.
  • Meta Platforms (Facebook) made up 0.84% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #25 holding.
  • Legacy Wealth Partners (California) first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 3 quarters since.
  • 3,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.