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Mosaic Advisors’s Meta Platforms (Facebook) META Stock Holding History

Mosaic Advisors’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
Q3 		– Sell
-406
Closed -$205K – 16
2024
Q2 		$205K Buy
+406
New +$197K 0.17% 15
2022
Q1 		– Sell
-1,260
Closed -$424K – 43
2021
Q4 		$424K Buy
1,260
+194
+18% +$64.4K 0.31% 27
2021
Q3 		$362K Sell
1,066
-475
-31% -$171K 0.24% 30
2021
Q2 		$536K Buy
1,541
+90
+6% +$28.9K 0.35% 24
2021
Q1 		$427K Buy
+1,451
New +$391K 0.36% 24

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

Mosaic Advisors's META Position: Q3 2024 in Review

Mosaic Advisors sold out of Meta Platforms (Facebook) (META) in Q3 2024, closing a stake of 406 shares — an estimated $205K sold.

Mosaic Advisors first reported a position in META in Q1 2021 and held it in 5 quarters. The position peaked at $536K in Q2 2021. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Mosaic Advisors reported no remaining Meta Platforms (Facebook) position as of Q3 2024 after selling out during the quarter.
  • Mosaic Advisors sold 406 Meta Platforms (Facebook) shares in Q3 2024, an estimated $205K.
  • Mosaic Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and held it in 5 quarters.
  • Mosaic Advisors's Meta Platforms (Facebook) position peaked at $536K in Q2 2021.
  • 4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Mosaic Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.