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YorkBridge Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

YorkBridge Wealth 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
Q4 		$1.89M Sell
15,740
-26,367
-63% -$3.1M 0.48% 55
2022
Q3 		$5.71M Sell
42,107
-558
-1% -$90.4K 1.47% 14
2022
Q2 		$6.88M Sell
42,665
-200
-0.5% -$38.6K 1.8% 10
2022
Q1 		$9.53M Buy
42,865
+9,189
+27% +$2.3M 2.09% 7
2021
Q4 		$11.3M Sell
33,676
-4,134
-11% -$1.37M 2.54% 7
2021
Q3 		$12.8M Buy
37,810
+1,233
+3% +$444K 3.23% 4
2021
Q2 		$12.7M Sell
36,577
-1
-0% -$321 3.32% 4
2021
Q1 		$10.8M Buy
36,578
+7,626
+26% +$2.05M 3.18% 4
2020
Q4 		$7.91M Buy
28,952
+1,494
+5% +$410K 2.65% 5
2020
Q3 		$7.19M Buy
27,458
+2,679
+11% +$691K 3.02% 4
2020
Q2 		$5.63M Buy
24,779
+3,501
+16% +$731K 2.57% 6
2020
Q1 		$3.55M Buy
21,278
+2,012
+10% +$394K 2.18% 7
2019
Q4 		$3.95M Sell
19,266
-739
-4% -$143K 1.81% 8
2019
Q3 		$3.56M Buy
20,005
+1,671
+9% +$318K 1.79% 9
2019
Q2 		$3.54M Buy
18,334
+1,403
+8% +$256K 1.57% 10
2019
Q1 		$2.82M Buy
16,931
+753
+5% +$120K 1.3% 12
2018
Q4 		$2.12M Buy
16,178
+5,115
+46% +$741K 1.12% 17
2018
Q3 		$1.8M Sell
11,063
-8,670
-44% -$1.57M 0.82% 29
2018
Q2 		$3.83M Buy
19,733
+783
+4% +$141K 1.68% 10
2018
Q1 		$3.1M Buy
18,950
+1,008
+6% +$181K 1.43% 14
2017
Q4 		$3.25M Sell
17,942
-3,825
-18% -$676K 1.57% 11
2017
Q3 		$3.72M Sell
21,767
-993
-4% -$166K 1.93% 5
2017
Q2 		$3.38M Sell
22,760
-954
-4% -$142K 1.79% 5
2017
Q1 		$3.62M Sell
23,714
-3,108
-12% -$415K 1.9% 6
2016
Q4 		$3.23M Buy
+26,822
New +$3.29M 1.91% 6

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

YorkBridge Wealth Partners's META Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 63% in Q4 2022, selling an estimated $3.1M and leaving 15,740 shares worth $1.89M. The position accounts for 0.48% of the portfolio, ranked #55.

YorkBridge Wealth Partners first reported a position in META in Q4 2016 and has held it in 25 quarters since. The position peaked at $12.8M in Q3 2021. 2,756 funds tracked by Wall St. Rank hold META as of Q4 2022.

  • YorkBridge Wealth Partners held 15,740 shares of Meta Platforms (Facebook) worth $1.89M as of Q4 2022.
  • YorkBridge Wealth Partners sold 26,367 Meta Platforms (Facebook) shares in Q4 2022, an estimated $3.1M.
  • Meta Platforms (Facebook) made up 0.48% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #55 holding.
  • YorkBridge Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Meta Platforms (Facebook) position peaked at $12.8M in Q3 2021.
  • 2,756 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.