SMFS
META icon

Squar Milner Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Squar Milner Financial Services’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
Q3 		– Sell
-7,453
Closed -$1.69M – 115
2020
Q2 		$1.69M Buy
7,453
+2,012
+37% +$420K 0.96% 14
2020
Q1 		$907K Buy
5,441
+2,266
+71% +$444K 0.54% 27
2019
Q4 		$651K Sell
3,175
-4,809
-60% -$931K 0.33% 62
2019
Q3 		$2.09M Buy
7,984
+7,292
+1,054% +$1.39M 1.07% 17
2019
Q2 		$134K Buy
692
+104
+18% +$19K 0.09% 226
2019
Q1 		$98K Buy
588
+89
+18% +$14.2K 0.07% 260
2018
Q4 		$65K Buy
499
+82
+20% +$11.9K 0.06% 261
2018
Q3 		$69K Sell
417
-2,341
-85% -$424K 0.06% 270
2018
Q2 		$536K Buy
2,758
+101
+4% +$18.3K 0.47% 50
2018
Q1 		$425K Sell
2,657
-445
-14% -$79.9K 0.54% 57
2017
Q4 		$577K Buy
+3,102
New +$548K 0.7% 38

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's META Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Meta Platforms (Facebook) (META) in Q3 2020, closing a stake of 7,453 shares — an estimated $1.69M sold.

Squar Milner Financial Services first reported a position in META in Q4 2017 and held it in 11 quarters. The position peaked at $2.09M in Q3 2019. 2,855 funds tracked by Wall St. Rank hold META as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Meta Platforms (Facebook) position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 7,453 Meta Platforms (Facebook) shares in Q3 2020, an estimated $1.69M.
  • Squar Milner Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's Meta Platforms (Facebook) position peaked at $2.09M in Q3 2019.
  • 2,855 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.