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

Personal Wealth Partners’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
2022 Q1	–	Sell	-748	Closed	-$252K	–	77
2021 Q4	$252K	Hold	748	–	–	0.1%	71
2021 Q3	$254K	Hold	748	–	–	0.11%	70
2021 Q2	$260K	Hold	748	–	–	0.1%	66
2021 Q1	$220K	Buy	+748	New	+$201K	0.1%	73
2020 Q1	–	Sell	-481	Closed	-$99K	–	380
2019 Q4	$99K	Hold	481	–	–	0.04%	101
2019 Q3	$86K	Buy	481 +55	+13%	+$10.5K	0.04%	109
2019 Q2	$82K	Buy	+426	New	+$77.8K	0.04%	97

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Personal Wealth Partners's META Position: Q1 2022 in Review

Personal Wealth Partners sold out of Meta Platforms (Facebook) (META) in Q1 2022, closing a stake of 748 shares — an estimated $252K sold.

Personal Wealth Partners first reported a position in META in Q2 2019 and held it in 7 quarters. The position peaked at $260K in Q2 2021. 3,274 funds tracked by Wall St. Rank hold META as of Q1 2022.

Personal Wealth Partners reported no remaining Meta Platforms (Facebook) position as of Q1 2022 after selling out during the quarter.
Personal Wealth Partners sold 748 Meta Platforms (Facebook) shares in Q1 2022, an estimated $252K.
Personal Wealth Partners first reported a position in Meta Platforms (Facebook) in Q2 2019 and held it in 7 quarters.
Personal Wealth Partners's Meta Platforms (Facebook) position peaked at $260K in Q2 2021.
3,274 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Personal Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.