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Widmann Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Widmann Financial Services’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
2024
Q3 		– Sell
-283
Closed -$143K – 122
2024
Q2 		$143K Buy
+283
New +$138K 0.12% 112
2022
Q1 		– Sell
-298
Closed -$100K – 298
2021
Q4 		$100K Buy
+298
New +$98.9K 0.08% 122

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Widmann Financial Services's META Position: Q3 2024 in Review

Widmann Financial Services sold out of Meta Platforms (Facebook) (META) in Q3 2024, closing a stake of 283 shares — an estimated $143K sold.

Widmann Financial Services first reported a position in META in Q4 2021 and held it in 2 quarters. The position peaked at $143K in Q2 2024. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Widmann Financial Services reported no remaining Meta Platforms (Facebook) position as of Q3 2024 after selling out during the quarter.
  • Widmann Financial Services sold 283 Meta Platforms (Facebook) shares in Q3 2024, an estimated $143K.
  • Widmann Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 2 quarters.
  • Widmann Financial Services's Meta Platforms (Facebook) position peaked at $143K in Q2 2024.
  • 4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Widmann Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.