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

Minot Wealth 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
2022 Q2	$351K	Sell	2,174 -325	-13%	-$62.7K	0.09%	133
2022 Q1	$556K	Sell	2,499 -4,683	-65%	-$1.17M	0.12%	121
2021 Q4	$2.42M	Sell	7,182 -2,258	-24%	-$750K	0.47%	55
2021 Q3	$3.2M	Buy	9,440 +914	+11%	+$329K	0.69%	43
2021 Q2	$3M	Buy	8,526 +1,332	+19%	+$427K	0.66%	43
2021 Q1	$2.12M	Buy	7,194 +2,025	+39%	+$545K	0.54%	59
2020 Q4	$1.41M	Buy	5,169 +155	+3%	+$42.5K	0.42%	63
2020 Q3	$1.31M	Sell	5,014 -9,344	-65%	-$2.41M	0.49%	63
2020 Q2	$3.26M	Buy	14,358 +6,026	+72%	+$1.26M	1.63%	17
2020 Q1	$1.39M	Buy	8,332 +2,794	+50%	+$547K	1%	35
2019 Q4	$1.23M	Buy	+5,538	New	+$1.07M	0.56%	55

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Minot Wealth Management's META Position: Q2 2022 in Review

Minot Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 13% in Q2 2022, selling an estimated $62.7K and leaving 2,174 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #133.

Minot Wealth Management first reported a position in META in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.26M in Q2 2020. 3,075 funds tracked by Wall St. Rank hold META as of Q2 2022.

Minot Wealth Management held 2,174 shares of Meta Platforms (Facebook) worth $351K as of Q2 2022.
Minot Wealth Management sold 325 Meta Platforms (Facebook) shares in Q2 2022, an estimated $62.7K.
Meta Platforms (Facebook) made up 0.09% of Minot Wealth Management's portfolio in Q2 2022, its #133 holding.
Minot Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's Meta Platforms (Facebook) position peaked at $3.26M in Q2 2020.
3,075 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.