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Ratio Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Ratio Wealth 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
2024
Q1 		$595K Sell
1,225
-166
-12% -$74K 0.11% 55
2023
Q4 		$492K Buy
1,391
+19
+1% +$6.19K 0.11% 55
2023
Q3 		$412K Buy
1,372
+632
+85% +$190K 0.1% 54
2023
Q2 		$212K Buy
+740
New +$183K 0.05% 62

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ratio Wealth Group's META Position: Q1 2024 in Review

Ratio Wealth Group reduced its Meta Platforms (Facebook) (META) stake by 12% in Q1 2024, selling an estimated $74K and leaving 1,225 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #55.

Ratio Wealth Group first reported a position in META in Q2 2023 and has held it in 4 quarters since. 4,009 funds tracked by Wall St. Rank hold META as of Q1 2024.

  • Ratio Wealth Group held 1,225 shares of Meta Platforms (Facebook) worth $595K as of Q1 2024.
  • Ratio Wealth Group sold 166 Meta Platforms (Facebook) shares in Q1 2024, an estimated $74K.
  • Meta Platforms (Facebook) made up 0.11% of Ratio Wealth Group's portfolio in Q1 2024, its #55 holding.
  • Ratio Wealth Group first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 4 quarters since.
  • 4,009 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.