TCWP’s Meta Platforms (Facebook) META Stock Holding History

TCWP’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 Q1	–	Sell	-200	Closed	-$24.1K	–	270
2022 Q4	$24.1K	Buy	+200	New	+$23.5K	﹤0.01%	255

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

TCWP's META Position: Q3 2024 in Review

TCWP sold out of Meta Platforms (Facebook) (META) in Q3 2024, closing a stake of 919 shares — an estimated $463K sold.

TCWP first reported a position in META in Q4 2021 and held it in 10 quarters. The position peaked at $959K in Q4 2021. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

TCWP reported no remaining Meta Platforms (Facebook) position as of Q3 2024 after selling out during the quarter.
TCWP sold 919 Meta Platforms (Facebook) shares in Q3 2024, an estimated $463K.
TCWP first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 10 quarters.
TCWP's Meta Platforms (Facebook) position peaked at $959K in Q4 2021.
4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.