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

Maxwell Wealth Strategies’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 		$4.27M Buy
7,299
+37
+0.5% +$21.7K 1.74% 16
2024
Q3 		$4.16M Buy
7,262
+1,302
+22% +$670K 1.77% 16
2024
Q2 		$3.01M Buy
5,960
+56
+0.9% +$27.2K 1.47% 21
2024
Q1 		$2.76M Buy
5,904
+4,148
+236% +$1.85M 1.4% 22
2023
Q4 		$622K Buy
+1,756
New +$572K 0.41% 55

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

Maxwell Wealth Strategies's META Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its Meta Platforms (Facebook) (META) stake by 0.51% in Q4 2024, buying an estimated $21.7K and bringing the position to 7,299 shares worth $4.27M. The position accounts for 1.74% of the portfolio, ranked #16.

Maxwell Wealth Strategies first reported a position in META in Q4 2023 and has held it in 5 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Maxwell Wealth Strategies held 7,299 shares of Meta Platforms (Facebook) worth $4.27M as of Q4 2024.
  • Maxwell Wealth Strategies bought 37 Meta Platforms (Facebook) shares in Q4 2024, an estimated $21.7K.
  • Meta Platforms (Facebook) made up 1.74% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #16 holding.
  • Maxwell Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 5 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.