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

Private Vista’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 Q2	$233K	Sell	1,029 -940	-48%	-$196K	0.11%	99
2020 Q1	$329K	Hold	1,969	–	–	0.12%	96
2019 Q4	$405K	Sell	1,969 -485	-20%	-$93.9K	0.11%	91
2019 Q3	$438K	Buy	2,454 +217	+10%	+$41.2K	0.12%	87
2019 Q2	$432K	Sell	2,237 -73	-3%	-$13.3K	0.11%	91
2019 Q1	$386K	Sell	2,310 -392	-15%	-$62.3K	0.09%	107
2018 Q4	$355K	Sell	2,702 -53	-2%	-$7.68K	0.08%	106
2018 Q3	$453K	Buy	2,755 +39	+1%	+$7.06K	0.09%	91
2018 Q2	$528K	Sell	2,716 -211	-7%	-$38.1K	0.12%	79
2018 Q1	$468K	Buy	2,927 +1,342	+85%	+$241K	0.14%	75
2017 Q4	$280K	Hold	1,585	–	–	0.08%	60
2017 Q3	$271K	Buy	+1,585	New	+$264K	0.06%	96

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Vista's META Position: Q2 2020 in Review

Private Vista reduced its Meta Platforms (Facebook) (META) stake by 48% in Q2 2020, selling an estimated $196K and leaving 1,029 shares worth $233K. The position accounts for 0.11% of the portfolio, ranked #99.

Private Vista first reported a position in META in Q3 2017 and has held it in 12 quarters since. The position peaked at $528K in Q2 2018. 2,766 funds tracked by Wall St. Rank hold META as of Q2 2020.

Private Vista held 1,029 shares of Meta Platforms (Facebook) worth $233K as of Q2 2020.
Private Vista sold 940 Meta Platforms (Facebook) shares in Q2 2020, an estimated $196K.
Meta Platforms (Facebook) made up 0.11% of Private Vista's portfolio in Q2 2020, its #99 holding.
Private Vista first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 12 quarters since.
Private Vista's Meta Platforms (Facebook) position peaked at $528K in Q2 2018.
2,766 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.