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Source Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Source Financial 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
2024
Q3 		$4.24M Sell
7,407
-10
-0.1% -$5.14K 1.25% 17
2024
Q2 		$3.74M Buy
7,417
+2
+0% +$972 1.15% 20
2024
Q1 		$3.6M Sell
7,415
-335
-4% -$149K 1.09% 19
2023
Q4 		$2.74M Sell
7,750
-760
-9% -$247K 0.85% 26
2023
Q3 		$2.55M Sell
8,510
-991
-10% -$299K 0.86% 28
2023
Q2 		$2.73M Buy
9,501
+241
+3% +$59.5K 0.89% 25
2023
Q1 		$1.96M Sell
9,260
-455
-5% -$77.5K 0.66% 31
2022
Q4 		$1.17M Buy
9,715
+448
+5% +$52.6K 0.44% 43
2022
Q3 		$1.26M Sell
9,267
-1,153
-11% -$187K 0.5% 43
2022
Q2 		$1.68M Sell
10,420
-34
-0.3% -$6.56K 0.66% 37
2022
Q1 		$2.33M Buy
10,454
+783
+8% +$196K 0.69% 30
2021
Q4 		$3.25M Sell
9,671
-144
-1% -$47.8K 0.88% 25
2021
Q3 		$3.33M Sell
9,815
-1,642
-14% -$591K 0.86% 24
2021
Q2 		$3.98M Sell
11,457
-1,192
-9% -$382K 1.03% 23
2021
Q1 		$3.73M Buy
12,649
+64
+0.5% +$17.2K 0.99% 21
2020
Q4 		$3.44M Buy
+12,585
New +$3.45M 0.93% 23

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

Source Financial Advisors's META Position: Q3 2024 in Review

Source Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.13% in Q3 2024, selling an estimated $5.14K and leaving 7,407 shares worth $4.24M. The position accounts for 1.25% of the portfolio, ranked #17.

Source Financial Advisors first reported a position in META in Q4 2020 and has held it in 16 quarters since. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Source Financial Advisors held 7,407 shares of Meta Platforms (Facebook) worth $4.24M as of Q3 2024.
  • Source Financial Advisors sold 10 Meta Platforms (Facebook) shares in Q3 2024, an estimated $5.14K.
  • Meta Platforms (Facebook) made up 1.25% of Source Financial Advisors's portfolio in Q3 2024, its #17 holding.
  • Source Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 16 quarters since.
  • 4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.