UBP Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

UBP Investment 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
2022 Q3	–	Sell	-1,801	Closed	-$290K	–	96
2022 Q2	$290K	Sell	1,801 -500	-22%	-$96.5K	0.12%	90
2022 Q1	$510K	Buy	2,301 +316	+16%	+$79K	0.19%	74
2021 Q4	$670K	Buy	1,985 +230	+13%	+$76.4K	0.24%	62
2021 Q3	$600K	Sell	1,755 -1,500	-46%	-$540K	0.23%	64
2021 Q2	$1.13M	Hold	3,255	–	–	0.42%	56
2021 Q1	$960K	Buy	3,255 +2,455	+307%	+$661K	0.39%	54
2020 Q4	$219K	Hold	800	–	–	0.11%	71
2020 Q3	$210K	Buy	+800	New	+$206K	0.16%	56
2020 Q2	–	Sell	-1,289	Closed	-$215K	–	63
2020 Q1	$215K	Sell	1,289 -200	-13%	-$39.2K	0.19%	50
2019 Q4	$306K	Hold	1,489	–	–	0.24%	44
2019 Q3	$265K	Sell	1,489 -400	-21%	-$76K	0.22%	46
2019 Q2	$365K	Hold	1,889	–	–	0.33%	41
2019 Q1	$315K	Buy	+1,889	New	+$300K	0.3%	41
2018 Q4	–	Sell	-3,531	Closed	-$581K	–	54
2018 Q3	$581K	Buy	3,531 +300	+9%	+$54.3K	0.56%	40
2018 Q2	$623K	Hold	3,231	–	–	0.73%	33
2018 Q1	$516K	Buy	3,231 +575	+22%	+$103K	0.56%	34
2017 Q4	$469K	Buy	+2,656	New	+$469K	0.55%	43

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

UBP Investment Advisors's META Position: Q3 2022 in Review

UBP Investment Advisors sold out of Meta Platforms (Facebook) (META) in Q3 2022, closing a stake of 1,801 shares — an estimated $290K sold.

UBP Investment Advisors first reported a position in META in Q4 2017 and held it in 17 quarters. The position peaked at $1.13M in Q2 2021. 2,891 funds tracked by Wall St. Rank hold META as of Q3 2022.

UBP Investment Advisors reported no remaining Meta Platforms (Facebook) position as of Q3 2022 after selling out during the quarter.
UBP Investment Advisors sold 1,801 Meta Platforms (Facebook) shares in Q3 2022, an estimated $290K.
UBP Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2017 and held it in 17 quarters.
UBP Investment Advisors's Meta Platforms (Facebook) position peaked at $1.13M in Q2 2021.
2,891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.