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

Milestone 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
Q3 		$105K Hold
772
– – 0.12% 72
2022
Q2 		$124K Sell
772
-5
-0.6% -$965 0.13% 71
2022
Q1 		$261K Hold
777
– – 0.21% 54
2021
Q4 		$261K Buy
+777
New +$258K 0.21% 54

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Milestone Wealth's META Position: Q3 2022 in Review

Milestone Wealth held its Meta Platforms (Facebook) (META) position steady in Q3 2022 at 772 shares worth $105K. The position accounts for 0.12% of the portfolio, ranked #72.

Milestone Wealth first reported a position in META in Q4 2021 and has held it in 4 quarters since. The position peaked at $261K in Q1 2022. 2,893 funds tracked by Wall St. Rank hold META as of Q3 2022.

  • Milestone Wealth held 772 shares of Meta Platforms (Facebook) worth $105K as of Q3 2022.
  • Milestone Wealth left its Meta Platforms (Facebook) share count unchanged in Q3 2022.
  • Meta Platforms (Facebook) made up 0.12% of Milestone Wealth's portfolio in Q3 2022, its #72 holding.
  • Milestone Wealth first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Meta Platforms (Facebook) position peaked at $261K in Q1 2022.
  • 2,893 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.