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

Taylor Wealth Management 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
2019
Q1 		– Sell
-21
Closed -$3K – 88
2018
Q4 		$3K Sell
21
-15,114
-100% -$2.19M ﹤0.01% 114
2018
Q3 		$2.49M Sell
15,135
-104
-0.7% -$18.8K 1.06% 30
2018
Q2 		$2.96M Sell
15,239
-20
-0.1% -$3.61K 1.32% 28
2018
Q1 		$2.44M Sell
15,259
-39,411
-72% -$7.08M 1.17% 30
2017
Q4 		$9.65M Sell
54,670
-265
-0.5% -$46.8K 4.1% 8
2017
Q3 		$9.39M Sell
54,935
-17,947
-25% -$2.99M 4.19% 5
2017
Q2 		$11M Sell
72,882
-975
-1% -$145K 4.98% 3
2017
Q1 		$10.5M Sell
73,857
-3,065
-4% -$410K 4.75% 2
2016
Q4 		$8.85M Sell
76,922
-2,610
-3% -$321K 4.1% 6
2016
Q3 		$10.2M Buy
79,532
+9,429
+13% +$1.17M 4.58% 3
2016
Q2 		$8.01M Sell
70,103
-3,720
-5% -$429K 3.21% 12
2016
Q1 		$8.42M Sell
73,823
-35,521
-32% -$3.75M 3.98% 10
2015
Q4 		$11.4M Buy
109,344
+460
+0.4% +$47.3K 4.93% 4
2015
Q3 		$9.79M Buy
108,884
+22,644
+26% +$2.08M 4.72% 4
2015
Q2 		$7.4M Buy
86,240
+1,231
+1% +$101K 2.36% 21
2015
Q1 		$6.99M Buy
+85,009
New +$6.66M 2.19% 23

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Wealth Management Partners's META Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Meta Platforms (Facebook) (META) in Q1 2019, closing a stake of 21 shares — an estimated $3K sold.

Taylor Wealth Management Partners first reported a position in META in Q1 2015 and held it in 16 quarters. The position peaked at $11.4M in Q4 2015. 2,360 funds tracked by Wall St. Rank hold META as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining Meta Platforms (Facebook) position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 21 Meta Platforms (Facebook) shares in Q1 2019, an estimated $3K.
  • Taylor Wealth Management Partners first reported a position in Meta Platforms (Facebook) in Q1 2015 and held it in 16 quarters.
  • Taylor Wealth Management Partners's Meta Platforms (Facebook) position peaked at $11.4M in Q4 2015.
  • 2,360 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.