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

Peninsula Wealth’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 		$1.63M Buy
2,790
+96
+4% +$56.4K 0.28% 35
2024
Q3 		$1.55M Buy
2,694
+81
+3% +$41.7K 0.27% 37
2024
Q2 		$1.3M Buy
2,613
+2
+0.1% +$972 0.24% 39
2024
Q1 		$1.27M Buy
2,611
+30
+1% +$13.4K 0.25% 40
2023
Q4 		$914K Sell
2,581
-68
-3% -$22.1K 0.19% 46
2023
Q3 		$832K Buy
2,649
+271
+11% +$81.7K 0.19% 42
2023
Q2 		$682K Sell
2,378
-7
-0.3% -$1.73K 0.18% 40
2023
Q1 		$505K Buy
2,385
+532
+29% +$90.6K 0.15% 41
2022
Q4 		$223K Sell
1,853
-98
-5% -$11.5K 0.07% 67
2022
Q3 		$265K Buy
1,951
+10
+0.5% +$1.62K 0.09% 55
2022
Q2 		$313K Buy
1,941
+263
+16% +$50.7K 0.11% 46
2022
Q1 		$373K Sell
1,678
-489
-23% -$122K 0.11% 44
2021
Q4 		$729K Buy
+2,167
New +$719K 0.2% 29
2020
Q4 		– Sell
-1,506
Closed -$394K – 39
2020
Q3 		$394K Sell
1,506
-490
-25% -$126K 0.17% 35
2020
Q2 		$453K Buy
1,996
+184
+10% +$38.4K 0.21% 27
2020
Q1 		$302K Sell
1,812
-35
-2% -$6.85K 0.17% 30
2019
Q4 		$379K Hold
1,847
– – 0.18% 23
2019
Q3 		$329K Buy
1,847
+500
+37% +$95K 0.16% 26
2019
Q2 		$261K Buy
1,347
+50
+4% +$9.14K 0.13% 26
2019
Q1 		$216K Buy
+1,297
New +$206K 0.12% 27
2018
Q4 		– Sell
-1,300
Closed -$213K – 30
2018
Q3 		$213K Sell
1,300
-44
-3% -$7.96K 0.11% 30
2018
Q2 		$261K Sell
1,344
-223
-14% -$40.3K 0.15% 26
2018
Q1 		$251K Buy
+1,567
New +$281K 0.15% 27

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

Peninsula Wealth's META Position: Q4 2024 in Review

Peninsula Wealth increased its Meta Platforms (Facebook) (META) stake by 3.6% in Q4 2024, buying an estimated $56.4K and bringing the position to 2,790 shares worth $1.63M. The position accounts for 0.28% of the portfolio, ranked #35.

Peninsula Wealth first reported a position in META in Q1 2018 and has held it in 23 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Peninsula Wealth held 2,790 shares of Meta Platforms (Facebook) worth $1.63M as of Q4 2024.
  • Peninsula Wealth bought 96 Meta Platforms (Facebook) shares in Q4 2024, an estimated $56.4K.
  • Meta Platforms (Facebook) made up 0.28% of Peninsula Wealth's portfolio in Q4 2024, its #35 holding.
  • Peninsula Wealth first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 23 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.