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

StrategIQ 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
Q4 		$2.01M Hold
5,689
– – 0.23% 90
2023
Q3 		$1.71M Sell
5,689
-72
-1% -$21.7K 0.2% 100
2023
Q2 		$1.65M Sell
5,761
-54
-0.9% -$13.3K 0.19% 105
2023
Q1 		$1.23M Sell
5,815
-48
-0.8% -$8.18K 0.14% 112
2022
Q4 		$706K Buy
5,863
+4,242
+262% +$498K 0.08% 153
2022
Q3 		$220K Buy
1,621
+34
+2% +$5.51K 0.03% 255
2022
Q2 		$256K Sell
1,587
-13
-0.8% -$2.51K 0.03% 253
2022
Q1 		$356K Buy
1,600
+65
+4% +$16.2K 0.04% 230
2021
Q4 		$516K Buy
1,535
+190
+14% +$63.1K 0.05% 194
2021
Q3 		$456K Hold
1,345
– – 0.09% 151
2021
Q2 		$468K Sell
1,345
-4
-0.3% -$1.28K 0.09% 151
2021
Q1 		$397K Sell
1,349
-41
-3% -$11K 0.08% 156
2020
Q4 		$380K Buy
1,390
+118
+9% +$32.3K 0.09% 155
2020
Q3 		$333K Sell
1,272
-98
-7% -$25.3K 0.08% 153
2020
Q2 		$311K Hold
1,370
– – 0.08% 156
2020
Q1 		$229K Buy
1,370
+83
+6% +$16.3K 0.07% 166
2019
Q4 		$264K Buy
1,287
+96
+8% +$18.6K 0.07% 176
2019
Q3 		$212K Sell
1,191
-100
-8% -$19K 0.06% 184
2019
Q2 		$249K Sell
1,291
-100
-7% -$18.3K 0.07% 174
2019
Q1 		$232K Buy
+1,391
New +$221K 0.07% 170
2018
Q4 		– Sell
-1,721
Closed -$283K – 189
2018
Q3 		$283K Buy
1,721
+30
+2% +$5.43K 0.09% 156
2018
Q2 		$329K Sell
1,691
-64
-4% -$11.6K 0.11% 136
2018
Q1 		$280K Buy
1,755
+200
+13% +$35.9K 0.11% 136
2017
Q4 		$274K Hold
1,555
– – 0.11% 136
2017
Q3 		$266K Buy
1,555
+100
+7% +$16.7K 0.11% 125
2017
Q2 		$220K Hold
1,455
– – 0.09% 137
2017
Q1 		$207K Buy
+1,455
New +$194K 0.09% 130

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

StrategIQ Financial Group's META Position: Q4 2023 in Review

StrategIQ Financial Group held its Meta Platforms (Facebook) (META) position steady in Q4 2023 at 5,689 shares worth $2.01M. The position accounts for 0.23% of the portfolio, ranked #90.

StrategIQ Financial Group first reported a position in META in Q1 2017 and has held it in 27 quarters since. 3,757 funds tracked by Wall St. Rank hold META as of Q4 2023.

  • StrategIQ Financial Group held 5,689 shares of Meta Platforms (Facebook) worth $2.01M as of Q4 2023.
  • StrategIQ Financial Group left its Meta Platforms (Facebook) share count unchanged in Q4 2023.
  • Meta Platforms (Facebook) made up 0.23% of StrategIQ Financial Group's portfolio in Q4 2023, its #90 holding.
  • StrategIQ Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 27 quarters since.
  • 3,757 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.