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Sweet Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

Sweet Financial Partners’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
Q3 		$2.23M Sell
3,888
-70
-2% -$36K 0.48% 49
2024
Q2 		$2M Buy
3,958
+50
+1% +$24.3K 0.46% 49
2024
Q1 		$1.9M Sell
3,908
-2,793
-42% -$1.25M 0.44% 48
2023
Q4 		$2.37M Buy
6,701
+225
+3% +$73.3K 0.56% 39
2023
Q3 		$1.94M Sell
6,476
-501
-7% -$151K 0.51% 40
2023
Q2 		$2M Buy
6,977
+661
+10% +$163K 0.52% 36
2023
Q1 		$1.34M Buy
6,316
+2,153
+52% +$367K 0.37% 49
2022
Q4 		$501K Sell
4,163
-139
-3% -$16.3K 0.15% 102
2022
Q3 		$584K Buy
+4,302
New +$697K 0.19% 78
2022
Q1 		– Sell
-712
Closed -$239K – 182
2021
Q4 		$239K Buy
+712
New +$236K 0.1% 132

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sweet Financial Partners's META Position: Q3 2024 in Review

Sweet Financial Partners reduced its Meta Platforms (Facebook) (META) stake by 1.8% in Q3 2024, selling an estimated $36K and leaving 3,888 shares worth $2.23M. The position accounts for 0.48% of the portfolio, ranked #49.

Sweet Financial Partners first reported a position in META in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.37M in Q4 2023. 4,202 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Sweet Financial Partners held 3,888 shares of Meta Platforms (Facebook) worth $2.23M as of Q3 2024.
  • Sweet Financial Partners sold 70 Meta Platforms (Facebook) shares in Q3 2024, an estimated $36K.
  • Meta Platforms (Facebook) made up 0.48% of Sweet Financial Partners's portfolio in Q3 2024, its #49 holding.
  • Sweet Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 10 quarters since.
  • Sweet Financial Partners's Meta Platforms (Facebook) position peaked at $2.37M in Q4 2023.
  • 4,202 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.