SYSTM Wealth Solutions’s Meta Platforms (Facebook) META Stock Holding History

SYSTM Wealth Solutions’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	$5.72K	Sell	10 -6,318	-100%	-$3.25M	0.17%	38
2024 Q2	$3.19M	Sell	6,328 -2,096	-25%	-$1.02M	0.71%	44
2024 Q1	$4.09M	Buy	8,424 +607	+8%	+$271K	0.52%	48
2023 Q4	$2.77M	Sell	7,817 -487	-6%	-$159K	0.38%	67
2023 Q3	$2.49M	Buy	8,304 +134	+2%	+$40.4K	0.38%	62
2023 Q2	$2.34M	Sell	8,170 -578	-7%	-$143K	0.32%	82
2023 Q1	$1.85M	Sell	8,748 -6,247	-42%	-$1.06M	0.29%	89
2022 Q4	$1.8M	Buy	+14,995	New	+$1.76M	0.22%	129

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

SYSTM Wealth Solutions's META Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Meta Platforms (Facebook) (META) stake by 100% in Q3 2024, selling an estimated $3.25M and leaving 10 shares worth $5.72K. The position accounts for 0.17% of the portfolio, ranked #38.

SYSTM Wealth Solutions first reported a position in META in Q4 2022 and has held it in 8 quarters since. The position peaked at $4.09M in Q1 2024. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

SYSTM Wealth Solutions held 10 shares of Meta Platforms (Facebook) worth $5.72K as of Q3 2024.
SYSTM Wealth Solutions sold 6,318 Meta Platforms (Facebook) shares in Q3 2024, an estimated $3.25M.
Meta Platforms (Facebook) made up 0.17% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #38 holding.
SYSTM Wealth Solutions first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Meta Platforms (Facebook) position peaked at $4.09M in Q1 2024.
4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.