New Harbor Financial Group’s Meta Platforms (Facebook) META Stock Holding History

New Harbor Financial Group’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
2025 Q1	–	Sell	-200	Closed	-$117K	–	69
2024 Q4	$117K	Sell	200 -82	-29%	-$48.1K	0.03%	67
2024 Q3	$161K	Hold	282	–	–	0.04%	57
2024 Q2	$142K	Buy	+282	New	+$137K	0.04%	55
2015 Q3	–	Sell	-400	Closed	-$34K	–	161
2015 Q2	$34K	Hold	400	–	–	0.04%	53
2015 Q1	$33K	Hold	400	–	–	0.03%	50
2014 Q4	$31K	Buy	+400	New	+$30.6K	0.04%	49
2014 Q3	–	Sell	-295	Closed	-$20K	–	63
2014 Q2	$20K	Sell	295 -270	-48%	-$16.6K	0.02%	67
2014 Q1	$34K	Hold	565	–	–	0.03%	45
2013 Q4	$31K	Hold	565	–	–	0.04%	45
2013 Q3	$28K	Sell	565 -300	-35%	-$11.2K	0.03%	42
2013 Q2	$22K	Buy	+865	New	+$22.2K	0.03%	51

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

New Harbor Financial Group's META Position: Q1 2025 in Review

New Harbor Financial Group sold out of Meta Platforms (Facebook) (META) in Q1 2025, closing a stake of 200 shares — an estimated $117K sold.

New Harbor Financial Group first reported a position in META in Q2 2013 and held it in 11 quarters. The position peaked at $161K in Q3 2024. 4,703 funds tracked by Wall St. Rank hold META as of Q1 2025.

New Harbor Financial Group reported no remaining Meta Platforms (Facebook) position as of Q1 2025 after selling out during the quarter.
New Harbor Financial Group sold 200 Meta Platforms (Facebook) shares in Q1 2025, an estimated $117K.
New Harbor Financial Group first reported a position in Meta Platforms (Facebook) in Q2 2013 and held it in 11 quarters.
New Harbor Financial Group's Meta Platforms (Facebook) position peaked at $161K in Q3 2024.
4,703 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on New Harbor Financial Group's 13F filing for Q1 2025, filed 14 May 2025.