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Point View Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Point View Wealth Management’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
2020
Q4 		$298K Hold
1,092
– – 0.12% 207
2020
Q3 		$286K Hold
1,092
– – 0.14% 199
2020
Q2 		$248K Buy
+1,092
New +$228K 0.12% 210
2020
Q1 		– Sell
-1,138
Closed -$234K – 269
2019
Q4 		$234K Sell
1,138
-55
-5% -$10.7K 0.1% 229
2019
Q3 		$212K Sell
1,193
-49
-4% -$9.31K 0.1% 233
2019
Q2 		$240K Sell
1,242
-56
-4% -$10.2K 0.1% 227
2019
Q1 		$216K Buy
+1,298
New +$206K 0.1% 233
2018
Q4 		– Sell
-1,266
Closed -$208K – 265
2018
Q3 		$208K Buy
1,266
+50
+4% +$9.05K 0.09% 239
2018
Q2 		$236K Buy
+1,216
New +$220K 0.11% 217
2018
Q1 		– Sell
-1,239
Closed -$219K – 263
2017
Q4 		$219K Sell
1,239
-29
-2% -$5.13K 0.1% 219
2017
Q3 		$217K Buy
+1,268
New +$212K 0.1% 223

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point View Wealth Management's META Position: Q4 2020 in Review

Point View Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q4 2020 at 1,092 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #207.

Point View Wealth Management first reported a position in META in Q3 2017 and has held it in 11 quarters since. 3,135 funds tracked by Wall St. Rank hold META as of Q4 2020.

  • Point View Wealth Management held 1,092 shares of Meta Platforms (Facebook) worth $298K as of Q4 2020.
  • Point View Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q4 2020.
  • Meta Platforms (Facebook) made up 0.12% of Point View Wealth Management's portfolio in Q4 2020, its #207 holding.
  • Point View Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 11 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.