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Rowland Carmichael Advisors’s Meta Platforms (Facebook) META Stock Holding History

Rowland Carmichael 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
2020
Q4 		$1.9M Buy
6,968
+203
+3% +$55.7K 0.6% 35
2020
Q3 		$1.77M Buy
6,765
+433
+7% +$112K 0.69% 32
2020
Q2 		$1.44M Buy
6,332
+2,559
+68% +$534K 0.61% 33
2020
Q1 		$629K Buy
3,773
+1,162
+45% +$228K 0.32% 85
2019
Q4 		$536K Sell
2,611
-107
-4% -$20.7K 0.18% 137
2019
Q3 		$484K Sell
2,718
-36
-1% -$6.84K 0.17% 146
2019
Q2 		$532K Sell
2,754
-71
-3% -$13K 0.18% 140
2019
Q1 		$471K Sell
2,825
-3,014
-52% -$479K 0.17% 145
2018
Q4 		$765K Buy
5,839
+930
+19% +$135K 0.34% 76
2018
Q3 		$807K Buy
+4,909
New +$889K 0.31% 83
2018
Q1 		– Sell
-9,060
Closed -$1.6M – 321
2017
Q4 		$1.6M Buy
9,060
+78
+0.9% +$13.8K 0.82% 20
2017
Q3 		$1.53M Buy
8,982
+68
+0.8% +$11.3K 0.85% 19
2017
Q2 		$1.35M Sell
8,914
-3,452
-28% -$513K 0.78% 24
2017
Q1 		$1.76M Hold
12,366
– – 1.07% 12
2016
Q4 		$1.42M Sell
12,366
-185
-1% -$22.7K 0.84% 18
2016
Q3 		$1.61M Sell
12,551
-64
-0.5% -$7.95K 1.03% 14
2016
Q2 		$1.44M Buy
12,615
+6,328
+101% +$729K 0.91% 17
2016
Q1 		$717K Buy
+6,287
New +$663K 0.66% 49

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

Rowland Carmichael Advisors's META Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Meta Platforms (Facebook) (META) stake by 3% in Q4 2020, buying an estimated $55.7K and bringing the position to 6,968 shares worth $1.9M. The position accounts for 0.6% of the portfolio, ranked #35.

Rowland Carmichael Advisors first reported a position in META in Q1 2016 and has held it in 18 quarters since. 3,134 funds tracked by Wall St. Rank hold META as of Q4 2020.

  • Rowland Carmichael Advisors held 6,968 shares of Meta Platforms (Facebook) worth $1.9M as of Q4 2020.
  • Rowland Carmichael Advisors bought 203 Meta Platforms (Facebook) shares in Q4 2020, an estimated $55.7K.
  • Meta Platforms (Facebook) made up 0.6% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #35 holding.
  • Rowland Carmichael Advisors first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 18 quarters since.
  • 3,134 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.