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Sugarloaf Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$348K Buy
594
+109
+22% +$64K 0.07% 118
2024
Q3 		$278K Buy
485
+75
+18% +$38.6K 0.05% 127
2024
Q2 		$207K Sell
410
-99
-19% -$48.1K 0.04% 142
2024
Q1 		$247K Buy
509
+334
+191% +$149K 0.05% 125
2023
Q4 		$61.9K Hold
175
– – 0.01% 265
2023
Q3 		$52.5K Sell
175
-62
-26% -$18.7K 0.01% 285
2023
Q2 		$68K Buy
237
+62
+35% +$15.3K 0.02% 249
2023
Q1 		$37.1K Sell
175
-96
-35% -$16.3K 0.01% 328
2022
Q4 		$32.6K Sell
271
-4
-1% -$470 0.01% 340
2022
Q3 		$38K Sell
275
-14
-5% -$2.27K 0.01% 327
2022
Q2 		$47K Buy
+289
New +$55.8K 0.01% 294
2022
Q1 		– Sell
-458
Closed -$154K – 740
2021
Q4 		$154K Buy
458
+268
+141% +$89K 0.04% 152
2021
Q3 		$64K Buy
190
+42
+28% +$15.1K 0.02% 242
2021
Q2 		$51K Buy
148
+23
+18% +$7.38K 0.01% 267
2021
Q1 		$37 Hold
125
– – 0.01% 315
2020
Q4 		$34K Buy
125
+4
+3% +$1.1K 0.01% 299
2020
Q3 		$32K Sell
121
-100
-45% -$25.8K 0.01% 299
2020
Q2 		$50K Hold
221
– – 0.02% 234
2020
Q1 		$37K Sell
221
-77
-26% -$15.1K 0.02% 251
2019
Q4 		$61K Buy
+298
New +$57.7K 0.03% 230

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sugarloaf Wealth Management's META Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Meta Platforms (Facebook) (META) stake by 22% in Q4 2024, buying an estimated $64K and bringing the position to 594 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #118.

Sugarloaf Wealth Management first reported a position in META in Q4 2019 and has held it in 20 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Sugarloaf Wealth Management held 594 shares of Meta Platforms (Facebook) worth $348K as of Q4 2024.
  • Sugarloaf Wealth Management bought 109 Meta Platforms (Facebook) shares in Q4 2024, an estimated $64K.
  • Meta Platforms (Facebook) made up 0.07% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #118 holding.
  • Sugarloaf Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 20 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.