MFW
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Meristem Family Wealth’s Meta Platforms (Facebook) META Stock Holding History

Meristem Family 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
2022
Q1 		$2.05M Sell
9,217
-3,289
-26% -$822K 0.22% 51
2021
Q4 		$4.21M Sell
12,506
-527
-4% -$175K 0.36% 41
2021
Q3 		$4.42M Buy
13,033
+2,790
+27% +$1M 0.43% 37
2021
Q2 		$3.56M Buy
10,243
+3,155
+45% +$1.01M 0.56% 26
2021
Q1 		$2.09M Sell
7,088
-111
-2% -$29.9K 0.42% 33
2020
Q4 		$1.97M Buy
7,199
+1,557
+28% +$427K 0.42% 35
2020
Q3 		$1.48M Sell
5,642
-70
-1% -$18.1K 0.38% 41
2020
Q2 		$1.3M Buy
5,712
+83
+1% +$17.3K 0.36% 42
2020
Q1 		$939K Buy
5,629
+1,768
+46% +$346K 0.29% 50
2019
Q4 		$792K Sell
3,861
-237
-6% -$45.9K 0.2% 69
2019
Q3 		$730K Buy
4,098
+514
+14% +$97.7K 0.2% 73
2019
Q2 		$692K Buy
3,584
+105
+3% +$19.2K 0.21% 68
2019
Q1 		$580K Buy
3,479
+642
+23% +$102K 0.2% 69
2018
Q4 		$372K Sell
2,837
-425
-13% -$61.6K 0.14% 79
2018
Q3 		$536K Sell
3,262
-744
-19% -$135K 0.18% 67
2018
Q2 		$778K Buy
4,006
+1,621
+68% +$293K 0.27% 46
2018
Q1 		$381K Hold
2,385
– – 0.14% 84
2017
Q4 		$421K Hold
2,385
– – 0.15% 74
2017
Q3 		$408K Buy
2,385
+164
+7% +$27.4K 0.16% 73
2017
Q2 		$335K Hold
2,221
– – 0.14% 77
2017
Q1 		$315K Buy
2,221
+132
+6% +$17.6K 0.12% 81
2016
Q4 		$240K Sell
2,089
-339
-14% -$41.6K 0.1% 93
2016
Q3 		$311K Buy
2,428
+377
+18% +$46.8K 0.13% 83
2016
Q2 		$234K Buy
2,051
+106
+5% +$12.2K 0.1% 96
2016
Q1 		$222K Buy
+1,945
New +$205K 0.1% 106

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

Meristem Family Wealth's META Position: Q1 2022 in Review

Meristem Family Wealth reduced its Meta Platforms (Facebook) (META) stake by 26% in Q1 2022, selling an estimated $822K and leaving 9,217 shares worth $2.05M. The position accounts for 0.22% of the portfolio, ranked #51.

Meristem Family Wealth first reported a position in META in Q1 2016 and has held it in 25 quarters since. The position peaked at $4.42M in Q3 2021. 3,275 funds tracked by Wall St. Rank hold META as of Q1 2022.

  • Meristem Family Wealth held 9,217 shares of Meta Platforms (Facebook) worth $2.05M as of Q1 2022.
  • Meristem Family Wealth sold 3,289 Meta Platforms (Facebook) shares in Q1 2022, an estimated $822K.
  • Meta Platforms (Facebook) made up 0.22% of Meristem Family Wealth's portfolio in Q1 2022, its #51 holding.
  • Meristem Family Wealth first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 25 quarters since.
  • Meristem Family Wealth's Meta Platforms (Facebook) position peaked at $4.42M in Q3 2021.
  • 3,275 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.