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

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 		$5.39M Buy
17,964
+86
+0.5% +$25.9K 2.41% 12
2023
Q2 		$5.53M Buy
17,878
+48
+0.3% +$11.8K 2.36% 12
2023
Q1 		$3.81M Sell
17,830
-65
-0.4% -$11.1K 1.81% 12
2022
Q4 		$2.15M Sell
17,895
-78
-0.4% -$9.16K 1.14% 18
2022
Q3 		$2.44M Sell
17,973
-1,305
-7% -$212K 1.24% 17
2022
Q2 		$3.11M Buy
19,278
+923
+5% +$178K 1.51% 15
2022
Q1 		$4.08M Sell
18,355
-441
-2% -$110K 1.48% 14
2021
Q4 		$6.32M Sell
18,796
-280
-1% -$93K 2.19% 14
2021
Q3 		$6.22M Sell
19,076
-360
-2% -$130K 2.43% 12
2021
Q2 		$7.25M Sell
19,436
-70
-0.4% -$22.5K 2.64% 11
2021
Q1 		$5.9M Hold
19,506
– – 2.35% 11
2020
Q4 		$5.33M Hold
19,506
– – 2.35% 12
2020
Q3 		$5.14M Sell
19,506
-135
-0.7% -$34.8K 2.4% 12
2020
Q2 		$4.72M Buy
19,641
+843
+4% +$176K 2.51% 12
2020
Q1 		$3.31M Buy
18,798
+1,743
+10% +$341K 2.19% 13
2019
Q4 		$3.71M Buy
+17,055
New +$3.3M 2.12% 12

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

Wealth Advisors's META Position: Q3 2023 in Review

Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.48% in Q3 2023, buying an estimated $25.9K and bringing the position to 17,964 shares worth $5.39M. The position accounts for 2.41% of the portfolio, ranked #12.

Wealth Advisors first reported a position in META in Q4 2019 and has held it in 16 quarters since. The position peaked at $7.25M in Q2 2021. 3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • Wealth Advisors held 17,964 shares of Meta Platforms (Facebook) worth $5.39M as of Q3 2023.
  • Wealth Advisors bought 86 Meta Platforms (Facebook) shares in Q3 2023, an estimated $25.9K.
  • Meta Platforms (Facebook) made up 2.41% of Wealth Advisors's portfolio in Q3 2023, its #12 holding.
  • Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisors's Meta Platforms (Facebook) position peaked at $7.25M in Q2 2021.
  • 3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.