Triad Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Triad Financial Advisors’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 Q3	$228K	Buy	+761	New	+$229K	0.08%	93

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Triad Financial Advisors's META Position: Q3 2023 in Review

Triad Financial Advisors opened a new position in Meta Platforms (Facebook) (META) in Q3 2023: 761 shares worth $228K. The stake represents 0.08% of the portfolio and ranks #93 among its holdings.

3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

Triad Financial Advisors held 761 shares of Meta Platforms (Facebook) worth $228K as of Q3 2023.
Meta Platforms (Facebook) was a new Triad Financial Advisors position in Q3 2023.
Meta Platforms (Facebook) made up 0.08% of Triad Financial Advisors's portfolio in Q3 2023, its #93 holding.
3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.