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

Soundmark 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
2024
Q2 		– Sell
-452
Closed -$220K – 38
2024
Q1 		$220K Buy
+452
New +$202K 0.1% 64
2021
Q4 		– Sell
-606
Closed -$206K – 67
2021
Q3 		$206K Sell
606
-131
-18% -$47.2K 0.07% 66
2021
Q2 		$259K Hold
737
– – 0.11% 55
2021
Q1 		$217K Buy
+737
New +$198K 0.12% 59

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Soundmark Wealth Management's META Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Meta Platforms (Facebook) (META) in Q2 2024, closing a stake of 452 shares — an estimated $220K sold.

Soundmark Wealth Management first reported a position in META in Q1 2021 and held it in 4 quarters. The position peaked at $259K in Q2 2021. 4,094 funds tracked by Wall St. Rank hold META as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 452 Meta Platforms (Facebook) shares in Q2 2024, an estimated $220K.
  • Soundmark Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2021 and held it in 4 quarters.
  • Soundmark Wealth Management's Meta Platforms (Facebook) position peaked at $259K in Q2 2021.
  • 4,094 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.