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Planning Solutions Group’s Meta Platforms (Facebook) META Stock Holding History

Planning Solutions 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
2019
Q2 		$691K Buy
3,580
+374
+12% +$68.3K 0.36% 56
2019
Q1 		$535K Buy
3,206
+347
+12% +$55.2K 0.29% 70
2018
Q4 		$375K Buy
+2,859
New +$414K 0.23% 81

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planning Solutions Group's META Position: Q2 2019 in Review

Planning Solutions Group increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2019, buying an estimated $68.3K and bringing the position to 3,580 shares worth $691K. The position accounts for 0.36% of the portfolio, ranked #56.

Planning Solutions Group first reported a position in META in Q4 2018 and has held it in 3 quarters since. 2,424 funds tracked by Wall St. Rank hold META as of Q2 2019.

  • Planning Solutions Group held 3,580 shares of Meta Platforms (Facebook) worth $691K as of Q2 2019.
  • Planning Solutions Group bought 374 Meta Platforms (Facebook) shares in Q2 2019, an estimated $68.3K.
  • Meta Platforms (Facebook) made up 0.36% of Planning Solutions Group's portfolio in Q2 2019, its #56 holding.
  • Planning Solutions Group first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 3 quarters since.
  • 2,424 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.