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

OptiFour Integrated 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
2019 Q4	$228K	Buy	+1,112	New	+$215K	0.16%	67
2019 Q3	–	Sell	-1,112	Closed	-$215K	–	74
2019 Q2	$215K	Buy	+1,112	New	+$203K	0.15%	76
2018 Q4	–	Sell	-1,341	Closed	-$221K	–	54
2018 Q3	$221K	Sell	1,341 -54	-4%	-$9.78K	0.18%	52
2018 Q2	$271K	Sell	1,395 -31	-2%	-$5.6K	0.23%	44
2018 Q1	$228K	Sell	1,426 -236	-14%	-$42.4K	0.19%	53
2017 Q4	$293K	Buy	+1,662	New	+$294K	0.25%	46

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OptiFour Integrated Wealth Management's META Position: Q4 2019 in Review

OptiFour Integrated Wealth Management opened a new position in Meta Platforms (Facebook) (META) in Q4 2019: 1,112 shares worth $228K. The stake represents 0.16% of the portfolio and ranks #67 among its holdings. This is a return to the name: OptiFour Integrated Wealth Management previously reported a position in META as recently as Q2 2019.

OptiFour Integrated Wealth Management first reported a position in META in Q4 2017 and has held it in 6 quarters since. The position peaked at $293K in Q4 2017. 2,664 funds tracked by Wall St. Rank hold META as of Q4 2019.

OptiFour Integrated Wealth Management held 1,112 shares of Meta Platforms (Facebook) worth $228K as of Q4 2019.
Meta Platforms (Facebook) was a new OptiFour Integrated Wealth Management position in Q4 2019.
Meta Platforms (Facebook) made up 0.16% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #67 holding.
OptiFour Integrated Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 6 quarters since.
OptiFour Integrated Wealth Management's Meta Platforms (Facebook) position peaked at $293K in Q4 2017.
2,664 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.