SWA
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Sutton Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Sutton Wealth Advisors’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 		$714K Buy
2,377
+97
+4% +$29.2K 0.35% 53
2023
Q2 		$654K Sell
2,280
-21
-0.9% -$5.18K 0.32% 55
2023
Q1 		$488K Sell
2,301
-3,134
-58% -$534K 0.26% 65
2022
Q4 		$654K Sell
5,435
-785
-13% -$92.2K 0.25% 67
2022
Q3 		$844K Sell
6,220
-215
-3% -$34.8K 0.34% 52
2022
Q2 		$1.04M Sell
6,435
-101
-2% -$19.5K 0.41% 46
2022
Q1 		$1.45M Buy
6,536
+115
+2% +$28.7K 0.5% 38
2021
Q4 		$2.16M Buy
6,421
+44
+0.7% +$14.6K 0.72% 30
2021
Q3 		$2.16M Buy
6,377
+108
+2% +$38.9K 0.8% 28
2021
Q2 		$2.18M Sell
6,269
-63
-1% -$20.2K 0.8% 27
2021
Q1 		$1.86M Sell
6,332
-36
-0.6% -$9.69K 0.73% 26
2020
Q4 		$1.74M Buy
6,368
+127
+2% +$34.8K 0.74% 27
2020
Q3 		$1.63M Buy
6,241
+451
+8% +$116K 0.79% 27
2020
Q2 		$1.31M Buy
5,790
+317
+6% +$66.2K 0.69% 29
2020
Q1 		$913K Buy
5,473
+144
+3% +$28.2K 0.57% 34
2019
Q4 		$1.09M Buy
5,329
+142
+3% +$27.5K 0.56% 34
2019
Q3 		$924K Buy
5,187
+20
+0.4% +$3.8K 0.52% 39
2019
Q2 		$997K Buy
5,167
+9
+0.2% +$1.64K 0.57% 31
2019
Q1 		$860K Buy
5,158
+77
+2% +$12.2K 0.5% 37
2018
Q4 		$666K Buy
5,081
+453
+10% +$65.6K 0.43% 43
2018
Q3 		$761K Sell
4,628
-219
-5% -$39.6K 0.5% 32
2018
Q2 		$942K Sell
4,847
-3
-0.1% -$542 0.66% 24
2018
Q1 		$775K Buy
4,850
+15
+0.3% +$2.69K 0.55% 28
2017
Q4 		$853K Sell
4,835
-8
-0.2% -$1.41K 0.62% 25
2017
Q3 		$828K Sell
4,843
-106
-2% -$17.7K 0.63% 22
2017
Q2 		$747K Buy
4,949
+384
+8% +$57.1K 0.59% 27
2017
Q1 		$648K Buy
4,565
+76
+2% +$10.2K 0.54% 32
2016
Q4 		$516K Sell
4,489
-249
-5% -$30.6K 0.46% 42
2016
Q3 		$608K Buy
4,738
+329
+7% +$40.8K 0.55% 30
2016
Q2 		$504K Hold
4,409
– – 0.48% 38
2016
Q1 		$503K Buy
+4,409
New +$465K 0.48% 38

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

Sutton Wealth Advisors's META Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 4.3% in Q3 2023, buying an estimated $29.2K and bringing the position to 2,377 shares worth $714K. The position accounts for 0.35% of the portfolio, ranked #53.

Sutton Wealth Advisors first reported a position in META in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.18M in Q2 2021. 3,426 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • Sutton Wealth Advisors held 2,377 shares of Meta Platforms (Facebook) worth $714K as of Q3 2023.
  • Sutton Wealth Advisors bought 97 Meta Platforms (Facebook) shares in Q3 2023, an estimated $29.2K.
  • Meta Platforms (Facebook) made up 0.35% of Sutton Wealth Advisors's portfolio in Q3 2023, its #53 holding.
  • Sutton Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Meta Platforms (Facebook) position peaked at $2.18M in Q2 2021.
  • 3,426 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.