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

RGT Wealth Advisors’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
2022 Q3	$213K	Sell	1,573 -458	-23%	-$74.2K	0.03%	70
2022 Q2	$327K	Buy	+2,031	New	+$392K	0.05%	66
2022 Q1	–	Sell	-799	Closed	-$269K	–	242
2021 Q4	$269K	Sell	799 -142	-15%	-$47.1K	0.04%	77
2021 Q3	$319K	Buy	941 +133	+16%	+$47.9K	0.06%	36
2021 Q2	$281K	Sell	808 -105	-12%	-$33.7K	0.05%	43
2021 Q1	$269K	Sell	913 -138	-13%	-$37.2K	0.05%	46
2020 Q4	$287K	Buy	+1,051	New	+$288K	0.06%	50
2018 Q3	–	Sell	-1,319	Closed	-$256K	–	45
2018 Q2	$256K	Sell	1,319 -26,191	-95%	-$4.73M	0.82%	31
2018 Q1	$4.4M	Buy	27,510 +724	+3%	+$130K	2.11%	12
2017 Q4	$4.73M	Sell	26,786 -4,944	-16%	-$874K	2.53%	10
2017 Q3	$5.42M	Sell	31,730 -4,311	-12%	-$719K	3.61%	6
2017 Q2	$5.44M	Buy	36,041 +413	+1%	+$61.4K	3.72%	6
2017 Q1	$5.06M	Sell	35,628 -1,654	-4%	-$221K	3.43%	7
2016 Q4	$4.29M	Sell	37,282 -746	-2%	-$91.6K	2.41%	11
2016 Q3	$4.86M	Buy	+38,028	New	+$4.72M	3.01%	8

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RGT Wealth Advisors's META Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 23% in Q3 2022, selling an estimated $74.2K and leaving 1,573 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #70.

RGT Wealth Advisors first reported a position in META in Q3 2016 and has held it in 15 quarters since. The position peaked at $5.44M in Q2 2017. 2,892 funds tracked by Wall St. Rank hold META as of Q3 2022.

RGT Wealth Advisors held 1,573 shares of Meta Platforms (Facebook) worth $213K as of Q3 2022.
RGT Wealth Advisors sold 458 Meta Platforms (Facebook) shares in Q3 2022, an estimated $74.2K.
Meta Platforms (Facebook) made up 0.03% of RGT Wealth Advisors's portfolio in Q3 2022, its #70 holding.
RGT Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 15 quarters since.
RGT Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.44M in Q2 2017.
2,892 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.