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Steward Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Steward Financial 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
2023
Q3 		$276K Sell
922
-37
-4% -$11.1K 0.09% 60
2023
Q2 		$275K Buy
959
+216
+29% +$53.3K 0.09% 53
2023
Q1 		$157K Buy
743
+158
+27% +$26.9K 0.05% 51
2022
Q4 		$70K Buy
+585
New +$68.7K 0.04% 62
2022
Q3 		– Sell
-574
Closed -$92K – 816
2022
Q2 		$92K Sell
574
-11
-2% -$2.12K 0.08% 58
2022
Q1 		$130K Buy
585
+307
+110% +$76.7K 0.12% 43
2021
Q4 		$93K Buy
+278
New +$92.3K 0.09% 47

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

Steward Financial Group's META Position: Q3 2023 in Review

Steward Financial Group reduced its Meta Platforms (Facebook) (META) stake by 3.9% in Q3 2023, selling an estimated $11.1K and leaving 922 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #60.

Steward Financial Group first reported a position in META in Q4 2021 and has held it in 7 quarters since. 3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • Steward Financial Group held 922 shares of Meta Platforms (Facebook) worth $276K as of Q3 2023.
  • Steward Financial Group sold 37 Meta Platforms (Facebook) shares in Q3 2023, an estimated $11.1K.
  • Meta Platforms (Facebook) made up 0.09% of Steward Financial Group's portfolio in Q3 2023, its #60 holding.
  • Steward Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 7 quarters since.
  • 3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.