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Life Planning Partners’s Meta Platforms (Facebook) META Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-22
Closed -$7.79K – 164
2023
Q4 		$7.79K Buy
+22
New +$7.16K 0.01% 166

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Life Planning Partners's META Position: Q1 2024 in Review

Life Planning Partners sold out of Meta Platforms (Facebook) (META) in Q1 2024, closing a stake of 22 shares — an estimated $7.79K sold.

Life Planning Partners first reported a position in META in Q4 2023 and held it in 1 quarter. The position peaked at $7.79K in Q4 2023. 4,009 funds tracked by Wall St. Rank hold META as of Q1 2024.

  • Life Planning Partners reported no remaining Meta Platforms (Facebook) position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 22 Meta Platforms (Facebook) shares in Q1 2024, an estimated $7.79K.
  • Life Planning Partners first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's Meta Platforms (Facebook) position peaked at $7.79K in Q4 2023.
  • 4,009 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.