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

Pinnacle Private 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
2022
Q2 		$2.43M Buy
15,047
+1,068
+8% +$206K 0.95% 18
2022
Q1 		$3.11M Sell
13,979
-5,765
-29% -$1.44M 0.97% 14
2021
Q4 		$6.64M Buy
+19,744
New +$6.55M 2.08% 3

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Private Wealth's META Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Meta Platforms (Facebook) (META) stake by 7.6% in Q2 2022, buying an estimated $206K and bringing the position to 15,047 shares worth $2.43M. The position accounts for 0.95% of the portfolio, ranked #18.

Pinnacle Private Wealth first reported a position in META in Q4 2021 and has held it in 3 quarters since. The position peaked at $6.64M in Q4 2021. 3,078 funds tracked by Wall St. Rank hold META as of Q2 2022.

  • Pinnacle Private Wealth held 15,047 shares of Meta Platforms (Facebook) worth $2.43M as of Q2 2022.
  • Pinnacle Private Wealth bought 1,068 Meta Platforms (Facebook) shares in Q2 2022, an estimated $206K.
  • Meta Platforms (Facebook) made up 0.95% of Pinnacle Private Wealth's portfolio in Q2 2022, its #18 holding.
  • Pinnacle Private Wealth first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Meta Platforms (Facebook) position peaked at $6.64M in Q4 2021.
  • 3,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.