WFG
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Wills Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Wills Financial Group’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
2018
Q1 		– Sell
-2,905
Closed -$512K – 67
2017
Q4 		$512K Hold
2,905
– – 0.36% 51
2017
Q3 		$496K Buy
2,905
+275
+10% +$45.9K 0.36% 50
2017
Q2 		$397K Buy
+2,630
New +$391K 0.29% 58

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wills Financial Group's META Position: Q1 2018 in Review

Wills Financial Group sold out of Meta Platforms (Facebook) (META) in Q1 2018, closing a stake of 2,905 shares — an estimated $512K sold.

Wills Financial Group first reported a position in META in Q2 2017 and held it in 3 quarters. The position peaked at $512K in Q4 2017. 2,221 funds tracked by Wall St. Rank hold META as of Q1 2018.

  • Wills Financial Group reported no remaining Meta Platforms (Facebook) position as of Q1 2018 after selling out during the quarter.
  • Wills Financial Group sold 2,905 Meta Platforms (Facebook) shares in Q1 2018, an estimated $512K.
  • Wills Financial Group first reported a position in Meta Platforms (Facebook) in Q2 2017 and held it in 3 quarters.
  • Wills Financial Group's Meta Platforms (Facebook) position peaked at $512K in Q4 2017.
  • 2,221 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2018.

Based on Wills Financial Group's 13F filing for Q1 2018, filed 11 May 2018.