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

SVA 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
2020
Q4 		$5.13M Sell
18,770
-244
-1% -$66.9K 0.45% 49
2020
Q3 		$4.98M Buy
19,014
+285
+2% +$73.5K 0.49% 47
2020
Q2 		$4.25M Buy
18,729
+1,366
+8% +$285K 0.45% 52
2020
Q1 		$2.9M Buy
17,363
+1,177
+7% +$230K 0.33% 57
2019
Q4 		$3.32M Sell
16,186
-1,127
-7% -$218K 0.3% 69
2019
Q3 		$3.08M Sell
17,313
-64
-0.4% -$12.2K 0.3% 68
2019
Q2 		$3.35M Buy
17,377
+720
+4% +$132K 0.33% 65
2019
Q1 		$2.78M Buy
16,657
+4,194
+34% +$667K 0.27% 81
2018
Q4 		$1.63M Sell
12,463
-15,782
-56% -$2.29M 0.18% 96
2018
Q3 		$4.64M Buy
28,245
+684
+2% +$124K 0.47% 55
2018
Q2 		$5.36M Buy
27,561
+10,719
+64% +$1.94M 0.58% 51
2018
Q1 		$2.88M Sell
16,842
-1,777
-10% -$319K 0.36% 74
2017
Q4 		$3.29M Buy
18,619
+1,777
+11% +$314K 0.39% 69
2017
Q3 		$2.88M Buy
+16,842
New +$2.81M 0.36% 74

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SVA Wealth Management's META Position: Q4 2020 in Review

SVA Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.3% in Q4 2020, selling an estimated $66.9K and leaving 18,770 shares worth $5.13M. The position accounts for 0.45% of the portfolio, ranked #49.

SVA Wealth Management first reported a position in META in Q3 2017 and has held it in 14 quarters since. The position peaked at $5.36M in Q2 2018. 3,134 funds tracked by Wall St. Rank hold META as of Q4 2020.

  • SVA Wealth Management held 18,770 shares of Meta Platforms (Facebook) worth $5.13M as of Q4 2020.
  • SVA Wealth Management sold 244 Meta Platforms (Facebook) shares in Q4 2020, an estimated $66.9K.
  • Meta Platforms (Facebook) made up 0.45% of SVA Wealth Management's portfolio in Q4 2020, its #49 holding.
  • SVA Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 14 quarters since.
  • SVA Wealth Management's Meta Platforms (Facebook) position peaked at $5.36M in Q2 2018.
  • 3,134 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.