NFP
META icon

Novak Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Novak Financial Planning’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
2021
Q2 		$961K Hold
2,764
– – 0.47% 66
2021
Q1 		$814K Sell
2,764
-38
-1% -$10.2K 0.45% 65
2020
Q4 		$765K Buy
+2,802
New +$768K 0.45% 62

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Novak Financial Planning's META Position: Q2 2021 in Review

Novak Financial Planning held its Meta Platforms (Facebook) (META) position steady in Q2 2021 at 2,764 shares worth $961K. The position accounts for 0.47% of the portfolio, ranked #66.

Novak Financial Planning first reported a position in META in Q4 2020 and has held it in 3 quarters since. 3,242 funds tracked by Wall St. Rank hold META as of Q2 2021.

  • Novak Financial Planning held 2,764 shares of Meta Platforms (Facebook) worth $961K as of Q2 2021.
  • Novak Financial Planning left its Meta Platforms (Facebook) share count unchanged in Q2 2021.
  • Meta Platforms (Facebook) made up 0.47% of Novak Financial Planning's portfolio in Q2 2021, its #66 holding.
  • Novak Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 3 quarters since.
  • 3,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.