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

Patriot 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
2018
Q4 		– Sell
-57,853
Closed -$9.52M – 86
2018
Q3 		$9.52M Buy
57,853
+27,438
+90% +$4.97M 1.2% 27
2018
Q2 		$5.91M Buy
+30,415
New +$5.5M 0.81% 46
2018
Q1 		– Sell
-49,153
Closed -$8.67M – 88
2017
Q4 		$8.67M Sell
49,153
-195
-0.4% -$34.5K 1.23% 21
2017
Q3 		$8.43M Buy
49,348
+88
+0.2% +$14.7K 1.37% 20
2017
Q2 		$7.44M Buy
49,260
+1,747
+4% +$260K 1.24% 25
2017
Q1 		$6.75M Buy
47,513
+1,208
+3% +$161K 1.08% 32
2016
Q4 		$5.33M Sell
46,305
-61
-0.1% -$7.49K 1.01% 39
2016
Q3 		$5.95M Buy
46,366
+16,325
+54% +$2.03M 1.15% 33
2016
Q2 		$3.43M Buy
30,041
+482
+2% +$55.5K 0.68% 55
2016
Q1 		$3.37M Buy
29,559
+9
+0% +$950 0.68% 57
2015
Q4 		$3.09M Sell
29,550
-88
-0.3% -$9.04K 0.64% 56
2015
Q3 		$2.66M Buy
29,638
+1,242
+4% +$114K 0.62% 54
2015
Q2 		$2.44M Buy
28,396
+227
+0.8% +$18.5K 0.54% 55
2015
Q1 		$2.32M Buy
28,169
+1,088
+4% +$85.2K 0.52% 56
2014
Q4 		$2.11M Buy
27,081
+346
+1% +$26.4K 0.49% 53
2014
Q3 		$2.11M Buy
26,735
+692
+3% +$50.8K 0.52% 53
2014
Q2 		$1.75M Buy
26,043
+205
+0.8% +$12.6K 0.44% 53
2014
Q1 		$1.56M Sell
25,838
-23,532
-48% -$1.49M 0.42% 52
2013
Q4 		$2.7M Sell
49,370
-50,519
-51% -$2.54M 0.74% 47
2013
Q3 		$5.02M Sell
99,889
-3,461
-3% -$129K 1.49% 26
2013
Q2 		$2.57M Buy
+103,350
New +$2.65M 0.81% 49

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patriot Wealth Management's META Position: Q4 2018 in Review

Patriot Wealth Management sold out of Meta Platforms (Facebook) (META) in Q4 2018, closing a stake of 57,853 shares — an estimated $9.52M sold.

Patriot Wealth Management first reported a position in META in Q2 2013 and held it in 21 quarters. The position peaked at $9.52M in Q3 2018. 2,295 funds tracked by Wall St. Rank hold META as of Q4 2018.

  • Patriot Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q4 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 57,853 Meta Platforms (Facebook) shares in Q4 2018, an estimated $9.52M.
  • Patriot Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and held it in 21 quarters.
  • Patriot Wealth Management's Meta Platforms (Facebook) position peaked at $9.52M in Q3 2018.
  • 2,295 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.