MW
META icon

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

Marks Wealth’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
Q4 		– Sell
-600
Closed -$343K – 20
2024
Q3 		$343K Hold
600
– – 0.15% 20
2024
Q2 		$303K Buy
+600
New +$292K 0.13% 12

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marks Wealth's META Position: Q4 2024 in Review

Marks Wealth sold out of Meta Platforms (Facebook) (META) in Q4 2024, closing a stake of 600 shares — an estimated $343K sold.

Marks Wealth first reported a position in META in Q2 2024 and held it in 2 quarters. The position peaked at $343K in Q3 2024. 4,642 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Marks Wealth reported no remaining Meta Platforms (Facebook) position as of Q4 2024 after selling out during the quarter.
  • Marks Wealth sold 600 Meta Platforms (Facebook) shares in Q4 2024, an estimated $343K.
  • Marks Wealth first reported a position in Meta Platforms (Facebook) in Q2 2024 and held it in 2 quarters.
  • Marks Wealth's Meta Platforms (Facebook) position peaked at $343K in Q3 2024.
  • 4,642 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Marks Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.