Syntax Advisors’s Meta Platforms (Facebook) META Stock Holding History

Syntax 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	$442K	Sell	1,473 -169	-10%	-$50.9K	0.39%	33
2023 Q2	$471K	Sell	1,642 -882	-35%	-$218K	0.38%	39
2023 Q1	$535K	Sell	2,524 -1,415	-36%	-$241K	0.41%	30
2022 Q4	$474K	Buy	3,939 +1,789	+83%	+$210K	0.39%	38
2022 Q3	$292K	Buy	2,150 +212	+11%	+$34.4K	0.25%	83
2022 Q2	$313K	Buy	1,938 +205	+12%	+$39.5K	0.26%	72
2022 Q1	$385K	Buy	1,733 +617	+55%	+$154K	0.32%	51
2021 Q4	$375K	Buy	+1,116	New	+$371K	0.28%	71

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Syntax Advisors's META Position: Q3 2023 in Review

Syntax Advisors reduced its Meta Platforms (Facebook) (META) stake by 10% in Q3 2023, selling an estimated $50.9K and leaving 1,473 shares worth $442K. The position accounts for 0.39% of the portfolio, ranked #33.

Syntax Advisors first reported a position in META in Q4 2021 and has held it in 8 quarters since. The position peaked at $535K in Q1 2023. 3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

Syntax Advisors held 1,473 shares of Meta Platforms (Facebook) worth $442K as of Q3 2023.
Syntax Advisors sold 169 Meta Platforms (Facebook) shares in Q3 2023, an estimated $50.9K.
Meta Platforms (Facebook) made up 0.39% of Syntax Advisors's portfolio in Q3 2023, its #33 holding.
Syntax Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Meta Platforms (Facebook) position peaked at $535K in Q1 2023.
3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.