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

Private Wealth Advisors (Pennsylvania)’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 		$987K Sell
3,612
-250
-6% -$68.5K 0.56% 41
2020
Q3 		$1.01M Sell
3,862
-1,843
-32% -$475K 0.65% 36
2020
Q2 		$1.29M Sell
5,705
-235
-4% -$49.1K 0.88% 29
2020
Q1 		$1.2M Buy
5,940
+64
+1% +$12.5K 0.91% 29
2019
Q4 		$1.28M Sell
5,876
-3,354
-36% -$650K 0.68% 42
2019
Q3 		$1.64M Sell
9,230
-8,233
-47% -$1.56M 0.84% 34
2019
Q2 		$3.37M Buy
17,463
+285
+2% +$52.1K 1.19% 27
2019
Q1 		$2.86M Hold
17,178
– – 1.07% 31
2018
Q4 		$2.25M Sell
17,178
-2,821
-14% -$409K 0.98% 36
2018
Q3 		$3.29M Buy
19,999
+195
+1% +$35.3K 1.21% 23
2018
Q2 		$3.85M Buy
19,804
+50
+0.3% +$9.04K 1.53% 21
2018
Q1 		$3.16M Sell
19,754
-400
-2% -$71.8K 1.26% 23
2017
Q4 		$3.56M Buy
20,154
+136
+0.7% +$24K 1.38% 21
2017
Q3 		$3.42M Sell
20,018
-55
-0.3% -$9.18K 1.4% 20
2017
Q2 		$3.03M Buy
20,073
+33
+0.2% +$4.91K 1.3% 23
2017
Q1 		$2.85M Sell
20,040
-130
-0.6% -$17.4K 1.28% 23
2016
Q4 		$2.32M Sell
20,170
-800
-4% -$98.3K 1.08% 29
2016
Q3 		$2.69M Buy
20,970
+33
+0.2% +$4.1K 1.28% 26
2016
Q2 		$2.39M Hold
20,937
– – 1.17% 26
2016
Q1 		$2.39M Buy
20,937
+5,597
+36% +$591K 1.27% 25
2015
Q4 		$1.6M Buy
15,340
+895
+6% +$91.9K 0.9% 35
2015
Q3 		$1.3M Buy
14,445
+12,009
+493% +$1.1M 0.65% 46
2015
Q2 		$209K Buy
+2,436
New +$199K 0.09% 133
2013
Q4 		– Sell
-7,800
Closed -$392K – 119
2013
Q3 		$392K Buy
+7,800
New +$290K 0.23% 88

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

Private Wealth Advisors (Pennsylvania)'s META Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Meta Platforms (Facebook) (META) stake by 6.5% in Q4 2020, selling an estimated $68.5K and leaving 3,612 shares worth $987K. The position accounts for 0.56% of the portfolio, ranked #41.

Private Wealth Advisors (Pennsylvania) first reported a position in META in Q3 2013 and has held it in 24 quarters since. The position peaked at $3.85M in Q2 2018. 3,134 funds tracked by Wall St. Rank hold META as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 3,612 shares of Meta Platforms (Facebook) worth $987K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 250 Meta Platforms (Facebook) shares in Q4 2020, an estimated $68.5K.
  • Meta Platforms (Facebook) made up 0.56% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #41 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 24 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Meta Platforms (Facebook) position peaked at $3.85M in Q2 2018.
  • 3,134 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.