VWA
META icon

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

V Wealth 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 		$419K Sell
1,397
-3,406
-71% -$1.03M 0.34% 64
2023
Q2 		$1.38M Sell
4,803
-54
-1% -$13.3K 0.23% 90
2023
Q1 		$1.03M Buy
4,857
+40
+0.8% +$6.81K 0.19% 115
2022
Q4 		$580K Buy
4,817
+732
+18% +$86K 0.12% 172
2022
Q3 		$554K Sell
4,085
-3,986
-49% -$646K 0.11% 179
2022
Q2 		$1.3M Buy
8,071
+190
+2% +$36.7K 0.25% 102
2022
Q1 		$1.75M Sell
7,881
-886
-10% -$221K 0.28% 81
2021
Q4 		$2.95M Buy
8,767
+807
+10% +$268K 0.43% 42
2021
Q3 		$2.7M Sell
7,960
-647
-8% -$233K 0.42% 46
2021
Q2 		$2.99M Buy
8,607
+254
+3% +$81.5K 0.48% 39
2021
Q1 		$2.46M Buy
8,353
+402
+5% +$108K 0.45% 44
2020
Q4 		$2.17M Buy
7,951
+1,796
+29% +$492K 0.45% 46
2020
Q3 		$1.61M Sell
6,155
-2,422
-28% -$625K 1.12% 19
2020
Q2 		$1.95M Buy
8,577
+2,627
+44% +$548K 0.51% 37
2020
Q1 		$992K Buy
5,950
+3,219
+118% +$630K 0.31% 76
2019
Q4 		$486K Hold
2,731
– – 0.17% 138
2019
Q3 		$486K Sell
2,731
-136
-5% -$25.9K 0.17% 138
2019
Q2 		$561K Buy
2,867
+43
+2% +$7.86K 0.21% 123
2019
Q1 		$521K Buy
2,824
+201
+8% +$32K 0.21% 117
2018
Q4 		$377K Sell
2,623
-1,778
-40% -$258K 0.19% 134
2018
Q3 		$722K Sell
4,401
-11,635
-73% -$2.11M 0.33% 80
2018
Q2 		$3.26M Sell
16,036
-5
-0% -$904 1.82% 6
2018
Q1 		$2.5M Sell
16,041
-549
-3% -$98.6K 1.34% 12
2017
Q4 		$2.96M Buy
16,590
+257
+2% +$45.4K 1.49% 11
2017
Q3 		$2.79M Buy
16,333
+11,543
+241% +$1.93M 1.41% 13
2017
Q2 		$726K Sell
4,790
-1,688
-26% -$251K 0.34% 66
2017
Q1 		$920K Buy
6,478
+3,411
+111% +$456K 0.57% 54
2016
Q4 		$357K Buy
3,067
+271
+10% +$33.3K 0.26% 112
2016
Q3 		$359K Buy
2,796
+292
+12% +$36.2K 0.29% 104
2016
Q2 		$288K Buy
2,504
+390
+18% +$44.9K 0.24% 119
2016
Q1 		$244K Buy
+2,114
New +$223K 0.2% 120

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

V Wealth Advisors's META Position: Q3 2023 in Review

V Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 71% in Q3 2023, selling an estimated $1.03M and leaving 1,397 shares worth $419K. The position accounts for 0.34% of the portfolio, ranked #64.

V Wealth Advisors first reported a position in META in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.26M in Q2 2018. 3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • V Wealth Advisors held 1,397 shares of Meta Platforms (Facebook) worth $419K as of Q3 2023.
  • V Wealth Advisors sold 3,406 Meta Platforms (Facebook) shares in Q3 2023, an estimated $1.03M.
  • Meta Platforms (Facebook) made up 0.34% of V Wealth Advisors's portfolio in Q3 2023, its #64 holding.
  • V Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 31 quarters since.
  • V Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.26M in Q2 2018.
  • 3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.