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

Lenox 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
2020
Q2 		$391K Buy
1,724
+282
+20% +$58.9K 0.12% 102
2020
Q1 		$240K Sell
1,442
-488
-25% -$95.5K 0.08% 122
2019
Q4 		$396K Buy
1,930
+332
+21% +$64.3K 0.11% 105
2019
Q3 		$284K Buy
1,598
+310
+24% +$58.9K 0.08% 119
2019
Q2 		$248K Buy
1,288
+175
+16% +$32K 0.07% 113
2019
Q1 		$186K Sell
1,113
-13
-1% -$2.07K 0.06% 131
2018
Q4 		$148K Buy
1,126
+103
+10% +$14.9K 0.05% 133
2018
Q3 		$168K Buy
1,023
+405
+66% +$73.3K 0.05% 156
2018
Q2 		$120K Buy
618
+30
+5% +$5.42K 0.04% 161
2018
Q1 		$93K Sell
588
-656
-53% -$118K 0.03% 174
2017
Q4 		$220K Buy
1,244
+51
+4% +$9.01K 0.07% 130
2017
Q3 		$203K Buy
1,193
+53
+5% +$8.84K 0.07% 133
2017
Q2 		$172K Buy
1,140
+98
+9% +$14.6K 0.07% 135
2017
Q1 		$148K Buy
1,042
+144
+16% +$19.2K 0.11% 48
2016
Q4 		$103K Buy
898
+192
+27% +$23.6K 0.08% 59
2016
Q3 		$91K Buy
706
+134
+23% +$16.6K 0.07% 63
2016
Q2 		$65K Buy
572
+193
+51% +$22.2K 0.05% 88
2016
Q1 		$43K Buy
379
+137
+57% +$14.5K 0.03% 117
2015
Q4 		$25K Buy
242
+19
+9% +$1.95K 0.02% 141
2015
Q3 		$20K Buy
223
+5
+2% +$459 0.02% 94
2015
Q2 		$19K Sell
218
-85
-28% -$6.94K 0.01% 101
2015
Q1 		$25K Hold
303
– – 0.02% 99
2014
Q4 		$23K Sell
303
-178
-37% -$13.6K 0.02% 102
2014
Q3 		$38K Buy
481
+208
+76% +$15.3K 0.03% 91
2014
Q2 		$18K Hold
273
– – 0.01% 114
2014
Q1 		$16K Buy
273
+10
+4% +$634 0.01% 130
2013
Q4 		$14K Buy
+263
New +$13.2K 0.01% 133

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's META Position: Q2 2020 in Review

Lenox Wealth Management increased its Meta Platforms (Facebook) (META) stake by 20% in Q2 2020, buying an estimated $58.9K and bringing the position to 1,724 shares worth $391K. The position accounts for 0.12% of the portfolio, ranked #102.

Lenox Wealth Management first reported a position in META in Q4 2013 and has held it in 27 quarters since. The position peaked at $396K in Q4 2019. 2,765 funds tracked by Wall St. Rank hold META as of Q2 2020.

  • Lenox Wealth Management held 1,724 shares of Meta Platforms (Facebook) worth $391K as of Q2 2020.
  • Lenox Wealth Management bought 282 Meta Platforms (Facebook) shares in Q2 2020, an estimated $58.9K.
  • Meta Platforms (Facebook) made up 0.12% of Lenox Wealth Management's portfolio in Q2 2020, its #102 holding.
  • Lenox Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Meta Platforms (Facebook) position peaked at $396K in Q4 2019.
  • 2,765 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.