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

Wealthstreet Investment 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
Q3 		– Sell
-362
Closed -$126K – 83
2021
Q2 		$126K Sell
362
-72,743
-100% -$23.3M 0.65% 38
2021
Q1 		$21.5M Buy
73,105
+181
+0.2% +$48.7K 2.1% 9
2020
Q4 		$19.9M Sell
72,924
-800
-1% -$219K 2.01% 8
2020
Q3 		$19.3M Sell
73,724
-310
-0.4% -$79.9K 2.16% 8
2020
Q2 		$16.8M Buy
74,034
+525
+0.7% +$110K 2.06% 9
2020
Q1 		$12.3M Sell
73,509
-129
-0.2% -$25.3K 1.81% 11
2019
Q4 		$15.1M Buy
73,638
+580
+0.8% +$112K 1.76% 9
2019
Q3 		$13.8M Sell
73,058
-941
-1% -$179K 1.77% 8
2019
Q2 		$14.3M Sell
73,999
-943
-1% -$172K 1.85% 8
2019
Q1 		$12.5M Sell
74,942
-80
-0.1% -$12.7K 1.65% 11
2018
Q4 		$11.1M Sell
75,022
-4,525
-6% -$656K 1.55% 13
2018
Q3 		$13.1M Buy
79,547
+5,945
+8% +$1.08M 1.61% 10
2018
Q2 		$14.3M Sell
73,602
-13,548
-16% -$2.45M 1.89% 8
2018
Q1 		$13.9M Buy
87,150
+3,833
+5% +$688K 1.75% 8
2017
Q4 		$14.7M Buy
+83,317
New +$14.7M 1.78% 8

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthstreet Investment Advisors's META Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Meta Platforms (Facebook) (META) in Q3 2021, closing a stake of 362 shares — an estimated $126K sold.

Wealthstreet Investment Advisors first reported a position in META in Q4 2017 and held it in 15 quarters. The position peaked at $21.5M in Q1 2021. 3,246 funds tracked by Wall St. Rank hold META as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Meta Platforms (Facebook) position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 362 Meta Platforms (Facebook) shares in Q3 2021, an estimated $126K.
  • Wealthstreet Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's Meta Platforms (Facebook) position peaked at $21.5M in Q1 2021.
  • 3,246 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.