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

TFO Wealth 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 Q2	–	Sell	-15	Closed	-$7.28K	–	483
2024 Q1	$7.28K	Sell	15 -16	-52%	-$7.14K	﹤0.01%	98
2023 Q4	$11K	Hold	31	–	–	﹤0.01%	91
2023 Q3	$8.9K	Buy	31 +16	+107%	+$4.82K	﹤0.01%	166
2023 Q2	$4.3K	Hold	15	–	–	﹤0.01%	169
2023 Q1	$3.18K	Buy	+15	New	+$2.56K	﹤0.01%	135
2022 Q3	–	Sell	-100	Closed	-$16K	–	348
2022 Q2	$16K	Sell	100 -101	-50%	-$19.5K	﹤0.01%	96
2022 Q1	$45K	Buy	+201	New	+$50.2K	0.01%	75
2021 Q4	–	Sell	-1	Closed	–	–	172
2021 Q3	$0	Buy	+1	New	+$360	﹤0.01%	166
2021 Q2	–	Sell	-100	Closed	-$29K	–	145
2021 Q1	$29K	Buy	+100	New	+$26.9K	0.01%	88
2020 Q4	–	Sell	-37	Closed	-$10K	–	132
2020 Q3	$10K	Sell	37 -13	-26%	-$3.35K	﹤0.01%	79
2020 Q2	$11K	Buy	+50	New	+$10.4K	﹤0.01%	87
2020 Q1	–	Sell	-125	Closed	-$25K	–	156
2019 Q4	$25K	Buy	+125	New	+$24.2K	0.02%	85

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

TFO Wealth Partners's META Position: Q2 2024 in Review

TFO Wealth Partners sold out of Meta Platforms (Facebook) (META) in Q2 2024, closing a stake of 15 shares — an estimated $7.28K sold.

TFO Wealth Partners first reported a position in META in Q4 2019 and held it in 12 quarters. The position peaked at $45K in Q1 2022. 4,094 funds tracked by Wall St. Rank hold META as of Q2 2024.

TFO Wealth Partners reported no remaining Meta Platforms (Facebook) position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 15 Meta Platforms (Facebook) shares in Q2 2024, an estimated $7.28K.
TFO Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2019 and held it in 12 quarters.
TFO Wealth Partners's Meta Platforms (Facebook) position peaked at $45K in Q1 2022.
4,094 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.