SFMG
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Sage Financial Management Group’s Meta Platforms (Facebook) META Stock Holding History

Sage Financial Management 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
2021
Q2 		– Sell
-133
Closed -$39K – 82
2021
Q1 		$39K Buy
+133
New +$35.8K 0.03% 66

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Sage Financial Management Group's META Position: Q2 2021 in Review

Sage Financial Management Group sold out of Meta Platforms (Facebook) (META) in Q2 2021, closing a stake of 133 shares — an estimated $39K sold.

Sage Financial Management Group first reported a position in META in Q1 2021 and held it in 1 quarter. The position peaked at $39K in Q1 2021. 3,243 funds tracked by Wall St. Rank hold META as of Q2 2021.

  • Sage Financial Management Group reported no remaining Meta Platforms (Facebook) position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 133 Meta Platforms (Facebook) shares in Q2 2021, an estimated $39K.
  • Sage Financial Management Group first reported a position in Meta Platforms (Facebook) in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Meta Platforms (Facebook) position peaked at $39K in Q1 2021.
  • 3,243 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.