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

Vontobel Swiss 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
2021 Q2	$2.04M	Buy	5,898 +547	+10%	+$175K	1.05%	23
2021 Q1	$1.58M	Sell	5,351 -1,649	-24%	-$444K	0.88%	23
2020 Q4	$1.91M	Buy	7,000 +5,300	+312%	+$1.45M	1.09%	24
2020 Q3	$445K	Sell	1,700 -5,400	-76%	-$1.39M	0.31%	41
2020 Q2	$1.61M	Hold	7,100	–	–	1.06%	30
2020 Q1	$1.18M	Hold	7,100	–	–	0.9%	33
2019 Q4	$1.46M	Hold	7,100	–	–	0.95%	36
2019 Q3	$1.26M	Sell	7,100 -200	-3%	-$38K	0.81%	44
2019 Q2	$1.41M	Buy	+7,300	New	+$1.33M	0.76%	49
2016 Q3	–	Sell	-3,344	Closed	-$344K	–	77
2016 Q2	$344K	Buy	+3,344	New	+$385K	0.2%	54

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Vontobel Swiss Wealth Advisors's META Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 10% in Q2 2021, buying an estimated $175K and bringing the position to 5,898 shares worth $2.04M. The position accounts for 1.05% of the portfolio, ranked #23.

Vontobel Swiss Wealth Advisors first reported a position in META in Q2 2016 and has held it in 10 quarters since. 3,242 funds tracked by Wall St. Rank hold META as of Q2 2021.

Vontobel Swiss Wealth Advisors held 5,898 shares of Meta Platforms (Facebook) worth $2.04M as of Q2 2021.
Vontobel Swiss Wealth Advisors bought 547 Meta Platforms (Facebook) shares in Q2 2021, an estimated $175K.
Meta Platforms (Facebook) made up 1.05% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #23 holding.
Vontobel Swiss Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2016 and has held it in 10 quarters since.
3,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.