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St. Louis Financial Planners Asset Management’s Meta Platforms (Facebook) META Stock Holding History

St. Louis Financial Planners Asset 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
2023
Q3 		– Sell
-13,830
Closed -$3.97M – 29
2023
Q2 		$3.97M Buy
13,830
+1,666
+14% +$411K 3.98% 5
2023
Q1 		$2.58M Buy
+12,164
New +$2.07M 2.93% 8

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

St. Louis Financial Planners Asset Management's META Position: Q3 2023 in Review

St. Louis Financial Planners Asset Management sold out of Meta Platforms (Facebook) (META) in Q3 2023, closing a stake of 13,830 shares — an estimated $3.97M sold.

St. Louis Financial Planners Asset Management first reported a position in META in Q1 2023 and held it in 2 quarters. The position peaked at $3.97M in Q2 2023. 3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • St. Louis Financial Planners Asset Management reported no remaining Meta Platforms (Facebook) position as of Q3 2023 after selling out during the quarter.
  • St. Louis Financial Planners Asset Management sold 13,830 Meta Platforms (Facebook) shares in Q3 2023, an estimated $3.97M.
  • St. Louis Financial Planners Asset Management first reported a position in Meta Platforms (Facebook) in Q1 2023 and held it in 2 quarters.
  • St. Louis Financial Planners Asset Management's Meta Platforms (Facebook) position peaked at $3.97M in Q2 2023.
  • 3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q3 2023, filed 6 Oct 2023.