Vahanian & Associates Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Vahanian & Associates Financial Planning’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	$435K	Sell	1,230 -375	-23%	-$122K	1.72%	19
2023 Q3	$482K	Buy	1,605 +260	+19%	+$78.3K	1.55%	20
2023 Q2	$386K	Buy	+1,345	New	+$332K	1.22%	30
2022 Q4	–	Sell	-3,140	Closed	-$426K	–	64
2022 Q3	$426K	Buy	+3,140	New	+$509K	1.47%	25
2022 Q2	–	Sell	-5,160	Closed	-$1.15M	–	52
2022 Q1	$1.15M	Sell	5,160 -3,441	-40%	-$860K	2.65%	10
2021 Q4	$2.89M	Buy	+8,601	New	+$2.86M	2.33%	10

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

Vahanian & Associates Financial Planning's META Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 23% in Q4 2023, selling an estimated $122K and leaving 1,230 shares worth $435K. The position accounts for 1.72% of the portfolio, ranked #19.

Vahanian & Associates Financial Planning first reported a position in META in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.89M in Q4 2021. 3,757 funds tracked by Wall St. Rank hold META as of Q4 2023.

Vahanian & Associates Financial Planning held 1,230 shares of Meta Platforms (Facebook) worth $435K as of Q4 2023.
Vahanian & Associates Financial Planning sold 375 Meta Platforms (Facebook) shares in Q4 2023, an estimated $122K.
Meta Platforms (Facebook) made up 1.72% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #19 holding.
Vahanian & Associates Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 6 quarters since.
Vahanian & Associates Financial Planning's Meta Platforms (Facebook) position peaked at $2.89M in Q4 2021.
3,757 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.