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WealthSource Partners’s Meta Platforms (Facebook) META Stock Holding History

WealthSource Partners’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
Q3 		– Sell
-200
Closed -$10K – 530
2021
Q2 		$10K Buy
+200
New +$64.2K ﹤0.01% 460

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

WealthSource Partners's META Position: Q4 2023 in Review

WealthSource Partners reduced its Meta Platforms (Facebook) (META) stake by 1.4% in Q4 2023, selling an estimated $37.5K and leaving 7,990 shares worth $2.83M. The position accounts for 0.18% of the portfolio, ranked #89.

WealthSource Partners first reported a position in META in Q1 2016 and has held it in 32 quarters since. The position peaked at $6.84M in Q1 2022. 3,758 funds tracked by Wall St. Rank hold META as of Q4 2023.

  • WealthSource Partners held 7,990 shares of Meta Platforms (Facebook) worth $2.83M as of Q4 2023.
  • WealthSource Partners sold 115 Meta Platforms (Facebook) shares in Q4 2023, an estimated $37.5K.
  • Meta Platforms (Facebook) made up 0.18% of WealthSource Partners's portfolio in Q4 2023, its #89 holding.
  • WealthSource Partners first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 32 quarters since.
  • WealthSource Partners's Meta Platforms (Facebook) position peaked at $6.84M in Q1 2022.
  • 3,758 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.