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

Summit 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
2024
Q1 		$519K Hold
1,069
– – 0.18% 116
2023
Q4 		$378K Hold
1,069
– – 0.14% 134
2023
Q3 		$321K Sell
1,069
-1,890
-64% -$569K 0.13% 142
2023
Q2 		$849K Buy
2,959
+900
+44% +$222K 0.33% 84
2023
Q1 		$436K Hold
2,059
– – 0.17% 130
2022
Q4 		$248K Sell
2,059
-900
-30% -$106K 0.1% 172
2022
Q3 		$401K Buy
2,959
+1,364
+86% +$221K 0.17% 133
2022
Q2 		$257K Buy
1,595
+490
+44% +$94.5K 0.1% 171
2022
Q1 		$246K Sell
1,105
-370
-25% -$92.5K 0.08% 186
2021
Q4 		$496K Buy
1,475
+500
+51% +$166K 0.16% 128
2021
Q3 		$331K Buy
+975
New +$351K 0.12% 158

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

Summit Financial Group's META Position: Q1 2024 in Review

Summit Financial Group held its Meta Platforms (Facebook) (META) position steady in Q1 2024 at 1,069 shares worth $519K. The position accounts for 0.18% of the portfolio, ranked #116.

Summit Financial Group first reported a position in META in Q3 2021 and has held it in 11 quarters since. The position peaked at $849K in Q2 2023. 4,009 funds tracked by Wall St. Rank hold META as of Q1 2024.

  • Summit Financial Group held 1,069 shares of Meta Platforms (Facebook) worth $519K as of Q1 2024.
  • Summit Financial Group left its Meta Platforms (Facebook) share count unchanged in Q1 2024.
  • Meta Platforms (Facebook) made up 0.18% of Summit Financial Group's portfolio in Q1 2024, its #116 holding.
  • Summit Financial Group first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 11 quarters since.
  • Summit Financial Group's Meta Platforms (Facebook) position peaked at $849K in Q2 2023.
  • 4,009 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.