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Lighthouse Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$209K Sell
710
-84
-11% -$22.6K 0.06% 101
2020
Q4 		$216K Buy
+794
New +$218K 0.07% 106
2020
Q1 		– Sell
-201
Closed -$41K – 189
2019
Q4 		$41K Buy
+201
New +$38.9K 0.02% 137

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 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lighthouse Financial Advisors's META Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 11% in Q1 2021, selling an estimated $22.6K and leaving 710 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #101.

Lighthouse Financial Advisors first reported a position in META in Q4 2019 and has held it in 3 quarters since. The position peaked at $216K in Q4 2020. 3,161 funds tracked by Wall St. Rank hold META as of Q1 2021.

  • Lighthouse Financial Advisors held 710 shares of Meta Platforms (Facebook) worth $209K as of Q1 2021.
  • Lighthouse Financial Advisors sold 84 Meta Platforms (Facebook) shares in Q1 2021, an estimated $22.6K.
  • Meta Platforms (Facebook) made up 0.06% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #101 holding.
  • Lighthouse Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 3 quarters since.
  • Lighthouse Financial Advisors's Meta Platforms (Facebook) position peaked at $216K in Q4 2020.
  • 3,161 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.