WR Wealth Planners’s Meta Platforms (Facebook) META Stock Holding History

WR Wealth Planners’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 Q4	$301K	Sell	514 -113	-18%	-$66.3K	0.1%	130
2024 Q3	$359K	Sell	627 -74	-11%	-$38.1K	0.1%	127
2024 Q2	$354K	Buy	701 +11	+2%	+$5.35K	0.11%	117
2024 Q1	$335K	Buy	+690	New	+$308K	0.1%	129
2023 Q4	–	Sell	-501	Closed	-$150K	–	589
2023 Q3	$150K	Hold	501	–	–	0.06%	196
2023 Q2	$144K	Buy	501 +129	+35%	+$31.8K	0.06%	203
2023 Q1	$78.8K	Buy	372 +189	+103%	+$32.2K	0.03%	267
2022 Q4	$22K	Sell	183 -283	-61%	-$33.2K	0.01%	209
2022 Q3	$63.2K	Buy	466 +14	+3%	+$2.27K	0.04%	150
2022 Q2	$72.9K	Buy	452 +50	+12%	+$9.65K	0.05%	147
2022 Q1	$89.4K	Buy	+402	New	+$100K	0.05%	137

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

WR Wealth Planners's META Position: Q4 2024 in Review

WR Wealth Planners reduced its Meta Platforms (Facebook) (META) stake by 18% in Q4 2024, selling an estimated $66.3K and leaving 514 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #130.

WR Wealth Planners first reported a position in META in Q1 2022 and has held it in 11 quarters since. The position peaked at $359K in Q3 2024. 4,642 funds tracked by Wall St. Rank hold META as of Q4 2024.

WR Wealth Planners held 514 shares of Meta Platforms (Facebook) worth $301K as of Q4 2024.
WR Wealth Planners sold 113 Meta Platforms (Facebook) shares in Q4 2024, an estimated $66.3K.
Meta Platforms (Facebook) made up 0.1% of WR Wealth Planners's portfolio in Q4 2024, its #130 holding.
WR Wealth Planners first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Meta Platforms (Facebook) position peaked at $359K in Q3 2024.
4,642 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.