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Newman & Schimel’s Meta Platforms (Facebook) META Stock Holding History

Newman & Schimel’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 		– Sell
-777
Closed -$261K – 51
2021
Q4 		$261K Sell
777
-505
-39% -$168K 0.15% 41
2021
Q3 		$435K Hold
1,282
– – 0.27% 30
2021
Q2 		$446K Hold
1,282
– – 0.28% 31
2021
Q1 		$378K Sell
1,282
-20
-2% -$5.38K 0.25% 35
2020
Q4 		$356K Buy
+1,302
New +$357K 0.3% 34

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

Newman & Schimel's META Position: Q1 2022 in Review

Newman & Schimel sold out of Meta Platforms (Facebook) (META) in Q1 2022, closing a stake of 777 shares — an estimated $261K sold.

Newman & Schimel first reported a position in META in Q4 2020 and held it in 5 quarters. The position peaked at $446K in Q2 2021. 3,274 funds tracked by Wall St. Rank hold META as of Q1 2022.

  • Newman & Schimel reported no remaining Meta Platforms (Facebook) position as of Q1 2022 after selling out during the quarter.
  • Newman & Schimel sold 777 Meta Platforms (Facebook) shares in Q1 2022, an estimated $261K.
  • Newman & Schimel first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 5 quarters.
  • Newman & Schimel's Meta Platforms (Facebook) position peaked at $446K in Q2 2021.
  • 3,274 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Newman & Schimel's 13F filing for Q1 2022, filed 15 Apr 2022.