SFP
META icon

Strategic Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Strategic Financial Planning’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
2022
Q1 		– Sell
-626
Closed -$211K – 33
2021
Q4 		$211K Hold
626
– – 0.15% 33
2021
Q3 		$212K Hold
626
– – 0.16% 32
2021
Q2 		$218K Buy
+626
New +$201K 0.16% 31

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Financial Planning's META Position: Q1 2022 in Review

Strategic Financial Planning sold out of Meta Platforms (Facebook) (META) in Q1 2022, closing a stake of 626 shares — an estimated $211K sold.

Strategic Financial Planning first reported a position in META in Q2 2021 and held it in 3 quarters. The position peaked at $218K in Q2 2021. 3,274 funds tracked by Wall St. Rank hold META as of Q1 2022.

  • Strategic Financial Planning reported no remaining Meta Platforms (Facebook) position as of Q1 2022 after selling out during the quarter.
  • Strategic Financial Planning sold 626 Meta Platforms (Facebook) shares in Q1 2022, an estimated $211K.
  • Strategic Financial Planning first reported a position in Meta Platforms (Facebook) in Q2 2021 and held it in 3 quarters.
  • Strategic Financial Planning's Meta Platforms (Facebook) position peaked at $218K in Q2 2021.
  • 3,274 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2022.

Based on Strategic Financial Planning's 13F filing for Q1 2022, filed 5 May 2022.