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

Retirement 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 		$314K Buy
647
+104
+19% +$46.4K 0.11% 87
2023
Q4 		$192K Sell
543
-518
-49% -$169K 0.08% 109
2023
Q3 		$319K Buy
1,061
+199
+23% +$60K 0.13% 76
2023
Q2 		$247K Sell
862
-18
-2% -$4.44K 0.1% 87
2023
Q1 		$187K Buy
880
+50
+6% +$8.52K 0.09% 94
2022
Q4 		$100K Sell
830
-91
-10% -$10.7K 0.05% 124
2022
Q3 		$125K Sell
921
-395
-30% -$64K 0.1% 78
2022
Q2 		$212K Buy
1,316
+168
+15% +$32.4K 0.09% 102
2022
Q1 		$255K Buy
1,148
+551
+92% +$138K 0.1% 103
2021
Q4 		$201K Buy
597
+4
+0.7% +$1.33K 0.09% 120
2021
Q3 		$201K Buy
593
+12
+2% +$4.32K 0.09% 117
2021
Q2 		$202K Sell
581
-1,212
-68% -$389K 0.1% 113
2021
Q1 		$528K Buy
1,793
+77
+4% +$20.7K 0.24% 67
2020
Q4 		$468K Sell
1,716
-348
-17% -$95.4K 0.21% 72
2020
Q3 		$541K Buy
2,064
+187
+10% +$48.2K 0.3% 59
2020
Q2 		$426K Buy
+1,877
New +$392K 0.26% 66
2019
Q4 		$357K Buy
+1,737
New +$336K 0.23% 75

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

Retirement Group's META Position: Q1 2024 in Review

Retirement Group increased its Meta Platforms (Facebook) (META) stake by 19% in Q1 2024, buying an estimated $46.4K and bringing the position to 647 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #87.

Retirement Group first reported a position in META in Q4 2019 and has held it in 17 quarters since. The position peaked at $541K in Q3 2020. 4,009 funds tracked by Wall St. Rank hold META as of Q1 2024.

  • Retirement Group held 647 shares of Meta Platforms (Facebook) worth $314K as of Q1 2024.
  • Retirement Group bought 104 Meta Platforms (Facebook) shares in Q1 2024, an estimated $46.4K.
  • Meta Platforms (Facebook) made up 0.11% of Retirement Group's portfolio in Q1 2024, its #87 holding.
  • Retirement Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Meta Platforms (Facebook) position peaked at $541K in Q3 2020.
  • 4,009 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.