LifePro Asset Management’s Meta Platforms (Facebook) META Stock Holding History

LifePro Asset 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
2024 Q3	$461K	Buy	805 +12	+2%	+$6.17K	0.28%	83
2024 Q2	$400K	Sell	793 -5	-0.6%	-$2.43K	0.29%	76
2024 Q1	$388K	Sell	798 -644	-45%	-$287K	0.26%	83
2023 Q4	$511K	Buy	1,442 +58	+4%	+$18.9K	0.4%	58
2023 Q3	$416K	Sell	1,384 -168	-11%	-$50.6K	0.34%	60
2023 Q2	$446K	Buy	+1,552	New	+$383K	0.34%	60
2022 Q2	–	Sell	-25,976	Closed	-$5.78M	–	133
2022 Q1	$5.78M	Buy	25,976 +23,839	+1,116%	+$5.96M	2.07%	22
2021 Q4	$719K	Buy	2,137 +934	+78%	+$310K	0.21%	49
2021 Q3	$408K	Buy	1,203 +59	+5%	+$21.3K	0.12%	65
2021 Q2	$398K	Sell	1,144 -105	-8%	-$33.7K	0.12%	58
2021 Q1	$368K	Buy	1,249 +31	+3%	+$8.35K	0.12%	55
2020 Q4	$333K	Buy	+1,218	New	+$334K	0.1%	70

Other funds holding META

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePro Asset Management's META Position: Q3 2024 in Review

LifePro Asset Management increased its Meta Platforms (Facebook) (META) stake by 1.5% in Q3 2024, buying an estimated $6.17K and bringing the position to 805 shares worth $461K. The position accounts for 0.28% of the portfolio, ranked #83.

LifePro Asset Management first reported a position in META in Q4 2020 and has held it in 12 quarters since. The position peaked at $5.78M in Q1 2022. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

LifePro Asset Management held 805 shares of Meta Platforms (Facebook) worth $461K as of Q3 2024.
LifePro Asset Management bought 12 Meta Platforms (Facebook) shares in Q3 2024, an estimated $6.17K.
Meta Platforms (Facebook) made up 0.28% of LifePro Asset Management's portfolio in Q3 2024, its #83 holding.
LifePro Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 12 quarters since.
LifePro Asset Management's Meta Platforms (Facebook) position peaked at $5.78M in Q1 2022.
4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.