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Rockwood Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Rockwood Wealth Management’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
Q1 		– Sell
-888
Closed -$299K – 103
2021
Q4 		$299K Buy
+888
New +$295K 0.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Rockwood Wealth Management's META Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2022, closing a stake of 888 shares — an estimated $299K sold.

Rockwood Wealth Management first reported a position in META in Q4 2021 and held it in 1 quarter. The position peaked at $299K in Q4 2021. 3,274 funds tracked by Wall St. Rank hold META as of Q1 2022.

  • Rockwood Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 888 Meta Platforms (Facebook) shares in Q1 2022, an estimated $299K.
  • Rockwood Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's Meta Platforms (Facebook) position peaked at $299K in Q4 2021.
  • 3,274 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.