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

Madison Wealth 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
2022
Q4 		– Sell
-28,664
Closed -$3.89M – 163
2022
Q3 		$3.89M Sell
28,664
-425
-1% -$68.9K 0.95% 31
2022
Q2 		$4.69M Sell
29,089
-132
-0.5% -$25.5K 1.14% 21
2022
Q1 		$6.5M Sell
29,221
-171
-0.6% -$42.7K 1.37% 21
2021
Q4 		$9.89M Buy
29,392
+120
+0.4% +$39.8K 1.98% 12
2021
Q3 		$9.94M Buy
29,272
+312
+1% +$112K 2.17% 12
2021
Q2 		$10.1M Buy
28,960
+211
+0.7% +$67.7K 2.22% 12
2021
Q1 		$8.47M Buy
28,749
+613
+2% +$165K 2.07% 12
2020
Q4 		$7.69M Buy
28,136
+150
+0.5% +$41.1K 2.03% 13
2020
Q3 		$7.33M Buy
27,986
+743
+3% +$192K 2.2% 12
2020
Q2 		$6.19M Sell
27,243
-693
-2% -$145K 2.04% 14
2020
Q1 		$4.66M Buy
27,936
+2,208
+9% +$432K 1.87% 15
2019
Q4 		$5.28M Buy
+25,728
New +$4.98M 1.52% 19

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Madison Wealth Management's META Position: Q4 2022 in Review

Madison Wealth Management sold out of Meta Platforms (Facebook) (META) in Q4 2022, closing a stake of 28,664 shares — an estimated $3.89M sold.

Madison Wealth Management first reported a position in META in Q4 2019 and held it in 12 quarters. The position peaked at $10.1M in Q2 2021. 2,756 funds tracked by Wall St. Rank hold META as of Q4 2022.

  • Madison Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q4 2022 after selling out during the quarter.
  • Madison Wealth Management sold 28,664 Meta Platforms (Facebook) shares in Q4 2022, an estimated $3.89M.
  • Madison Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and held it in 12 quarters.
  • Madison Wealth Management's Meta Platforms (Facebook) position peaked at $10.1M in Q2 2021.
  • 2,756 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2022.

Based on Madison Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.