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Values First Advisors’s Meta Platforms (Facebook) META Stock Holding History

Values First 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
Q2 		– Sell
-314
Closed -$66.5K – 267
2023
Q1 		$66.5K Buy
+314
New +$53.5K 0.04% 178
2021
Q1 		– Sell
-900
Closed -$246K – 146
2020
Q4 		$246K Hold
900
– – 0.2% 132
2020
Q3 		$236K Hold
900
– – 0.22% 124
2020
Q2 		$204K Buy
+900
New +$188K 0.2% 127

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Values First Advisors's META Position: Q2 2023 in Review

Values First Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2023, closing a stake of 314 shares — an estimated $66.5K sold.

Values First Advisors first reported a position in META in Q2 2020 and held it in 4 quarters. The position peaked at $246K in Q4 2020. 3,316 funds tracked by Wall St. Rank hold META as of Q2 2023.

  • Values First Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 314 Meta Platforms (Facebook) shares in Q2 2023, an estimated $66.5K.
  • Values First Advisors first reported a position in Meta Platforms (Facebook) in Q2 2020 and held it in 4 quarters.
  • Values First Advisors's Meta Platforms (Facebook) position peaked at $246K in Q4 2020.
  • 3,316 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.