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

Safir 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
2021
Q1 		– Sell
-140
Closed -$38K – 29
2020
Q4 		$38K Buy
+140
New +$38.4K 0.04% 36

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 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Safir Wealth Advisors's META Position: Q1 2021 in Review

Safir Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2021, closing a stake of 140 shares — an estimated $38K sold.

Safir Wealth Advisors first reported a position in META in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 3,162 funds tracked by Wall St. Rank hold META as of Q1 2021.

  • Safir Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2021 after selling out during the quarter.
  • Safir Wealth Advisors sold 140 Meta Platforms (Facebook) shares in Q1 2021, an estimated $38K.
  • Safir Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 1 quarter.
  • Safir Wealth Advisors's Meta Platforms (Facebook) position peaked at $38K in Q4 2020.
  • 3,162 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.