McCarthy Asset Management’s Meta Platforms (Facebook) META Stock Holding History

McCarthy Asset 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
2024 Q4	–	Sell	-350	Closed	-$200K	–	31
2024 Q3	$200K	Sell	350 -1,089	-76%	-$560K	0.12%	33
2024 Q2	$725K	Buy	1,439 +1	+0.1%	+$486	0.43%	24
2024 Q1	$698K	Hold	1,438	–	–	0.43%	21
2023 Q4	$509K	Buy	1,438 +140	+11%	+$45.6K	0.33%	23
2023 Q3	$390K	Sell	1,298 -397	-23%	-$120K	0.29%	26
2023 Q2	$486K	Sell	1,695 -276	-14%	-$68.1K	0.33%	25
2023 Q1	$418K	Hold	1,971	–	–	0.28%	25
2022 Q4	$237K	Buy	1,971 +37	+2%	+$4.34K	0.17%	30
2022 Q3	$262K	Buy	1,934 +15	+0.8%	+$2.43K	0.21%	29
2022 Q2	$309K	Buy	1,919 +10	+0.5%	+$1.93K	0.25%	28
2022 Q1	$424K	Hold	1,909	–	–	0.3%	27
2021 Q4	$642K	Hold	1,909	–	–	0.44%	21
2021 Q3	$648K	Sell	1,909 -147	-7%	-$52.9K	0.49%	21
2021 Q2	$715K	Hold	2,056	–	–	0.51%	20
2021 Q1	$606K	Hold	2,056	–	–	0.47%	21
2020 Q4	$562K	Buy	+2,056	New	+$564K	0.47%	22

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

McCarthy Asset Management's META Position: Q4 2024 in Review

McCarthy Asset Management sold out of Meta Platforms (Facebook) (META) in Q4 2024, closing a stake of 350 shares — an estimated $200K sold.

McCarthy Asset Management first reported a position in META in Q4 2020 and held it in 16 quarters. The position peaked at $725K in Q2 2024. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

McCarthy Asset Management reported no remaining Meta Platforms (Facebook) position as of Q4 2024 after selling out during the quarter.
McCarthy Asset Management sold 350 Meta Platforms (Facebook) shares in Q4 2024, an estimated $200K.
McCarthy Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 16 quarters.
McCarthy Asset Management's Meta Platforms (Facebook) position peaked at $725K in Q2 2024.
4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on McCarthy Asset Management's 13F filing for Q4 2024, filed 18 Feb 2025.