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

TrinityPoint Wealth’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
Q4 		$7.49M Buy
12,793
+1,540
+14% +$904K 1.05% 18
2024
Q3 		$6.44M Sell
11,253
-44
-0.4% -$22.6K 0.93% 22
2024
Q2 		$5.7M Sell
11,297
-334
-3% -$162K 0.89% 22
2024
Q1 		$5.65M Sell
11,631
-855
-7% -$381K 0.93% 21
2023
Q4 		$4.42M Sell
12,486
-422
-3% -$137K 0.8% 24
2023
Q3 		$3.88M Sell
12,908
-710
-5% -$214K 0.77% 27
2023
Q2 		$3.91M Buy
13,618
+3,532
+35% +$872K 0.76% 27
2023
Q1 		$2.14M Sell
10,086
-18,335
-65% -$3.12M 0.46% 59
2022
Q4 		$3.42M Buy
28,421
+3,875
+16% +$455K 0.78% 28
2022
Q3 		$3.33M Buy
24,546
+20,392
+491% +$3.31M 0.76% 29
2022
Q2 		$670K Sell
4,154
-262
-6% -$50.5K 0.15% 134
2022
Q1 		$982K Sell
4,416
-5,735
-56% -$1.43M 0.18% 117
2021
Q4 		$3.41M Sell
10,151
-145
-1% -$48.1K 0.61% 47
2021
Q3 		$3.49M Buy
10,296
+794
+8% +$286K 0.67% 38
2021
Q2 		$3.3M Sell
9,502
-584
-6% -$187K 0.68% 41
2021
Q1 		$2.97M Buy
10,086
+209
+2% +$56.3K 0.69% 43
2020
Q4 		$2.79M Sell
9,877
-838
-8% -$230K 0.67% 40
2020
Q3 		$2.81M Sell
10,715
-1,547
-13% -$399K 0.78% 32
2020
Q2 		$2.78M Sell
12,262
-919
-7% -$192K 0.88% 25
2020
Q1 		$2.2M Buy
13,181
+2,452
+23% +$480K 0.87% 26
2019
Q4 		$2.2M Sell
10,729
-475
-4% -$92K 0.74% 32
2019
Q3 		$2.18M Sell
11,204
-465
-4% -$88.4K 0.76% 34
2019
Q2 		$2.39M Sell
11,669
-67
-0.6% -$12.2K 1.14% 20
2019
Q1 		$1.96M Sell
11,736
-1,379
-11% -$219K 0.96% 25
2018
Q4 		$1.72M Buy
+13,115
New +$1.9M 1.06% 22

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's META Position: Q4 2024 in Review

TrinityPoint Wealth increased its Meta Platforms (Facebook) (META) stake by 14% in Q4 2024, buying an estimated $904K and bringing the position to 12,793 shares worth $7.49M. The position accounts for 1.05% of the portfolio, ranked #18.

TrinityPoint Wealth first reported a position in META in Q4 2018 and has held it in 25 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • TrinityPoint Wealth held 12,793 shares of Meta Platforms (Facebook) worth $7.49M as of Q4 2024.
  • TrinityPoint Wealth bought 1,540 Meta Platforms (Facebook) shares in Q4 2024, an estimated $904K.
  • Meta Platforms (Facebook) made up 1.05% of TrinityPoint Wealth's portfolio in Q4 2024, its #18 holding.
  • TrinityPoint Wealth first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 25 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.