SFP
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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 0.53% 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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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