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Peterson Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Peterson Financial Group’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
Q3 		$70.4K Buy
+123
New +$63.3K 0.27% 71
2023
Q1 		– Sell
-6,642
Closed -$799K – 53
2022
Q4 		$799K Sell
6,642
-3,425
-34% -$402K 1.06% 43
2022
Q3 		$1.37M Sell
10,067
-1,293
-11% -$210K 1.33% 32
2022
Q2 		$1.83M Buy
11,360
+1,391
+14% +$268K 1.72% 17
2022
Q1 		$2.22M Buy
9,969
+1,411
+16% +$353K 1.84% 14
2021
Q4 		$2.88M Buy
+8,558
New +$2.84M 2.35% 6

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

Peterson Financial Group's META Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Meta Platforms (Facebook) (META) in Q3 2024: 123 shares worth $70.4K. The stake represents 0.27% of the portfolio and ranks #71 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in META as recently as Q4 2022.

Peterson Financial Group first reported a position in META in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.88M in Q4 2021. 4,196 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Peterson Financial Group held 123 shares of Meta Platforms (Facebook) worth $70.4K as of Q3 2024.
  • Meta Platforms (Facebook) was a new Peterson Financial Group position in Q3 2024.
  • Meta Platforms (Facebook) made up 0.27% of Peterson Financial Group's portfolio in Q3 2024, its #71 holding.
  • Peterson Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Meta Platforms (Facebook) position peaked at $2.88M in Q4 2021.
  • 4,196 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.