Platte River Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Platte River Wealth Advisors’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	$390K	Hold	681	–	–	0.1%	73
2024 Q2	$343K	Hold	681	–	–	0.1%	76
2024 Q1	$331K	Sell	681 -292	-30%	-$130K	0.09%	80
2023 Q4	$344K	Buy	973 +258	+36%	+$84K	0.11%	80
2023 Q3	$215K	Buy	+715	New	+$215K	0.08%	91
2023 Q2	–	Sell	-1,041	Closed	-$221K	–	99
2023 Q1	$221K	Buy	+1,041	New	+$177K	0.08%	88
2022 Q3	–	Sell	-15,651	Closed	-$2.52M	–	87
2022 Q2	$2.52M	Buy	15,651 +2,093	+15%	+$404K	1.09%	24
2022 Q1	$3.02M	Sell	13,558 -399	-3%	-$99.7K	1.1%	22
2021 Q4	$4.67M	Sell	13,957 -490	-3%	-$163K	1.6%	17
2021 Q3	$4.9M	Sell	14,447 -154	-1%	-$55.5K	1.82%	18
2021 Q2	$5.08M	Buy	14,601 +187	+1%	+$60K	1.93%	18
2021 Q1	$4.51M	Buy	14,414 +371	+3%	+$99.9K	1.85%	18
2020 Q4	$3.83M	Sell	14,043 -296	-2%	-$81.1K	1.65%	18
2020 Q3	$3.75M	Buy	14,339 +722	+5%	+$186K	1.94%	19
2020 Q2	$3.27M	Buy	+13,617	New	+$2.84M	1.8%	17
2019 Q4	$2.18M	Buy	+10,795	New	+$2.09M	1.15%	25

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Platte River Wealth Advisors's META Position: Q3 2024 in Review

Platte River Wealth Advisors held its Meta Platforms (Facebook) (META) position steady in Q3 2024 at 681 shares worth $390K. The position accounts for 0.1% of the portfolio, ranked #73.

Platte River Wealth Advisors first reported a position in META in Q4 2019 and has held it in 16 quarters since. The position peaked at $5.08M in Q2 2021. 4,196 funds tracked by Wall St. Rank hold META as of Q3 2024.

Platte River Wealth Advisors held 681 shares of Meta Platforms (Facebook) worth $390K as of Q3 2024.
Platte River Wealth Advisors left its Meta Platforms (Facebook) share count unchanged in Q3 2024.
Meta Platforms (Facebook) made up 0.1% of Platte River Wealth Advisors's portfolio in Q3 2024, its #73 holding.
Platte River Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 16 quarters since.
Platte River Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.08M in Q2 2021.
4,196 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.