Levy Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Levy Wealth Management 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 Q2	$323K	Buy	641 +1	+0.2%	+$486	0.08%	77
2024 Q1	$227K	Hold	640	–	–	0.06%	98
2023 Q4	$227K	Sell	640 -326	-34%	-$106K	0.06%	98
2023 Q3	$290K	Hold	966	–	–	0.09%	84
2023 Q2	$277K	Buy	966 +5	+0.5%	+$1.23K	0.08%	95
2023 Q1	$204K	Buy	+961	New	+$164K	0.06%	105
2022 Q1	–	Sell	-1,136	Closed	-$382K	–	81
2021 Q4	$382K	Buy	1,136 +32	+3%	+$10.6K	0.17%	46
2021 Q3	$375K	Hold	1,104	–	–	0.21%	45
2021 Q2	$384K	Hold	1,104	–	–	0.22%	43
2021 Q1	$325K	Sell	1,104 -38	-3%	-$10.2K	0.21%	41
2020 Q4	$312K	Buy	+1,142	New	+$313K	0.22%	41

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Levy Wealth Management Group's META Position: Q2 2024 in Review

Levy Wealth Management Group increased its Meta Platforms (Facebook) (META) stake by 0.16% in Q2 2024, buying an estimated $486 and bringing the position to 641 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #77.

Levy Wealth Management Group first reported a position in META in Q4 2020 and has held it in 11 quarters since. The position peaked at $384K in Q2 2021. 4,102 funds tracked by Wall St. Rank hold META as of Q2 2024.

Levy Wealth Management Group held 641 shares of Meta Platforms (Facebook) worth $323K as of Q2 2024.
Levy Wealth Management Group bought 1 Meta Platforms (Facebook) share in Q2 2024, an estimated $486.
Meta Platforms (Facebook) made up 0.08% of Levy Wealth Management Group's portfolio in Q2 2024, its #77 holding.
Levy Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 11 quarters since.
Levy Wealth Management Group's Meta Platforms (Facebook) position peaked at $384K in Q2 2021.
4,102 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.