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

Welch Capital 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
2022 Q3	–	Sell	-37,595	Closed	-$6.06M	–	34
2022 Q2	$6.06M	Hold	37,595	–	–	1.86%	9
2022 Q1	$8.36M	Buy	37,595 +14,495	+63%	+$3.62M	2.02%	10
2021 Q4	$7.77M	Buy	23,100 +2,266	+11%	+$752K	1.71%	10
2021 Q3	$7.07M	Sell	20,834 -7,526	-27%	-$2.71M	1.71%	10
2021 Q2	$9.86M	Sell	28,360 -201	-0.7%	-$64.5K	2.32%	10
2021 Q1	$8.41M	Hold	28,561	–	–	2.2%	10
2020 Q4	$7.8M	Hold	28,561	–	–	2.17%	10
2020 Q3	$7.48M	Hold	28,561	–	–	2.29%	9
2020 Q2	$6.49M	Sell	28,561 -18,691	-40%	-$3.9M	2.13%	10
2020 Q1	$7.88M	Hold	47,252	–	–	3.15%	6
2019 Q4	$9.7M	Hold	47,252	–	–	2.86%	7
2019 Q3	$8.41M	Hold	47,252	–	–	2.8%	6
2019 Q2	$9.12M	Hold	47,252	–	–	3.1%	7
2019 Q1	$7.88M	Hold	47,252	–	–	2.68%	9
2018 Q4	$6.19M	Buy	47,252 +7,467	+19%	+$1.08M	2.37%	11
2018 Q3	$6.54M	Buy	39,785 +13,315	+50%	+$2.41M	2.14%	13
2018 Q2	$5.14M	Buy	26,470 +8,925	+51%	+$1.61M	1.77%	17
2018 Q1	$2.8M	Buy	+17,545	New	+$3.15M	0.96%	27

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Welch Capital Partners's META Position: Q3 2022 in Review

Welch Capital Partners sold out of Meta Platforms (Facebook) (META) in Q3 2022, closing a stake of 37,595 shares — an estimated $6.06M sold.

Welch Capital Partners first reported a position in META in Q1 2018 and held it in 18 quarters. The position peaked at $9.86M in Q2 2021. 2,892 funds tracked by Wall St. Rank hold META as of Q3 2022.

Welch Capital Partners reported no remaining Meta Platforms (Facebook) position as of Q3 2022 after selling out during the quarter.
Welch Capital Partners sold 37,595 Meta Platforms (Facebook) shares in Q3 2022, an estimated $6.06M.
Welch Capital Partners first reported a position in Meta Platforms (Facebook) in Q1 2018 and held it in 18 quarters.
Welch Capital Partners's Meta Platforms (Facebook) position peaked at $9.86M in Q2 2021.
2,892 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2022.

Based on Welch Capital Partners's 13F filing for Q3 2022, filed 8 Nov 2022.