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

Partnership 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
2024
Q4 		– Sell
-238
Closed -$136K – 136
2024
Q3 		$136K Sell
238
-854
-78% -$439K 0.1% 84
2024
Q2 		$551K Sell
1,092
-595
-35% -$289K 0.41% 52
2024
Q1 		$819K Sell
1,687
-107
-6% -$47.7K 0.57% 49
2023
Q4 		$700K Buy
+1,794
New +$584K 0.53% 48

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

Partnership Wealth Management's META Position: Q4 2024 in Review

Partnership Wealth Management sold out of Meta Platforms (Facebook) (META) in Q4 2024, closing a stake of 238 shares — an estimated $136K sold.

Partnership Wealth Management first reported a position in META in Q4 2023 and held it in 4 quarters. The position peaked at $819K in Q1 2024. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Partnership Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 238 Meta Platforms (Facebook) shares in Q4 2024, an estimated $136K.
  • Partnership Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Meta Platforms (Facebook) position peaked at $819K in Q1 2024.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.