Lucia Wealth Services’s Meta Platforms (Facebook) META Stock Holding History

Lucia Wealth Services’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 Q3	$2.17M	Buy	8,273 +1,445	+21%	+$373K	0.51%	42
2020 Q2	$1.55M	Sell	6,828 -1,100	-14%	-$230K	0.41%	43
2020 Q1	$1.32M	Buy	7,928 +6,814	+612%	+$1.33M	0.44%	43
2019 Q4	$229K	Buy	1,114 +796	+250%	+$154K	0.07%	111
2019 Q3	$57K	Hold	318	–	–	0.02%	131
2019 Q2	$61K	Hold	318	–	–	0.02%	142
2019 Q1	$53K	Sell	318 -345	-52%	-$54.9K	0.02%	159
2018 Q4	$87K	Buy	663 +133	+25%	+$19.3K	0.04%	133
2018 Q3	$87K	Buy	530 +302	+132%	+$54.7K	0.03%	167
2018 Q2	$44K	Sell	228 -31	-12%	-$5.6K	0.02%	169
2018 Q1	$41K	Sell	259 -34,594	-99%	-$6.21M	0.01%	150
2017 Q4	$6.15M	Buy	+34,853	New	+$6.16M	2.72%	10

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucia Wealth Services's META Position: Q3 2020 in Review

Lucia Wealth Services increased its Meta Platforms (Facebook) (META) stake by 21% in Q3 2020, buying an estimated $373K and bringing the position to 8,273 shares worth $2.17M. The position accounts for 0.51% of the portfolio, ranked #42.

Lucia Wealth Services first reported a position in META in Q4 2017 and has held it in 12 quarters since. The position peaked at $6.15M in Q4 2017. 2,854 funds tracked by Wall St. Rank hold META as of Q3 2020.

Lucia Wealth Services held 8,273 shares of Meta Platforms (Facebook) worth $2.17M as of Q3 2020.
Lucia Wealth Services bought 1,445 Meta Platforms (Facebook) shares in Q3 2020, an estimated $373K.
Meta Platforms (Facebook) made up 0.51% of Lucia Wealth Services's portfolio in Q3 2020, its #42 holding.
Lucia Wealth Services first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 12 quarters since.
Lucia Wealth Services's Meta Platforms (Facebook) position peaked at $6.15M in Q4 2017.
2,854 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.