Traverso Chambers Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Traverso Chambers Private Wealth Management’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 Q4	$441K	Sell	1,246 -80	-6%	-$26.1K	0.11%	80
2023 Q3	$398K	Buy	1,326 +38	+3%	+$11.4K	0.11%	77
2023 Q2	$370K	Buy	1,288 +12	+0.9%	+$2.96K	0.1%	83
2023 Q1	$270K	Buy	+1,276	New	+$217K	0.07%	95
2022 Q2	–	Sell	-1,205	Closed	-$268K	–	108
2022 Q1	$268K	Buy	1,205 +65	+6%	+$16.2K	0.08%	101
2021 Q4	$383K	Hold	1,140	–	–	0.11%	84
2021 Q3	$387K	Hold	1,140	–	–	0.12%	78
2021 Q2	$396K	Buy	1,140 +150	+15%	+$48.1K	0.12%	78
2021 Q1	$292K	Sell	990 -6	-0.6%	-$1.62K	0.1%	91
2020 Q4	$272K	Hold	996	–	–	0.1%	90
2020 Q3	$261K	Sell	996 -30	-3%	-$7.74K	0.1%	87
2020 Q2	$233K	Buy	+1,026	New	+$214K	0.1%	88
2020 Q1	–	Sell	-1,074	Closed	-$220K	–	109
2019 Q4	$220K	Sell	1,074 -1,048	-49%	-$203K	0.09%	99
2019 Q3	$378K	Hold	2,122	–	–	0.18%	64
2019 Q2	$414K	Hold	2,122	–	–	0.2%	60
2019 Q1	$354K	Hold	2,122	–	–	0.17%	68
2018 Q4	$278K	Buy	+2,122	New	+$307K	0.15%	76

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

Morgan Stanley New York $1.66T AUM 25.57% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Traverso Chambers Private Wealth Management's META Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 6% in Q4 2023, selling an estimated $26.1K and leaving 1,246 shares worth $441K. The position accounts for 0.11% of the portfolio, ranked #80.

Traverso Chambers Private Wealth Management first reported a position in META in Q4 2018 and has held it in 17 quarters since. 3,757 funds tracked by Wall St. Rank hold META as of Q4 2023.

Traverso Chambers Private Wealth Management held 1,246 shares of Meta Platforms (Facebook) worth $441K as of Q4 2023.
Traverso Chambers Private Wealth Management sold 80 Meta Platforms (Facebook) shares in Q4 2023, an estimated $26.1K.
Meta Platforms (Facebook) made up 0.11% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #80 holding.
Traverso Chambers Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 17 quarters since.
3,757 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.