Zimmermann Investment Management & Planning’s Meta Platforms (Facebook) META Stock Holding History

Zimmermann Investment Management & Planning’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	–	Sell	-2,006	Closed	-$1.15M	–	83
2024 Q3	$1.15M	Buy	2,006 +119	+6%	+$61.2K	0.35%	60
2024 Q2	$952K	Buy	1,887 +903	+92%	+$439K	0.32%	57
2024 Q1	$478K	Buy	984 +225	+30%	+$100K	0.17%	85
2023 Q4	$269K	Sell	759 -24	-3%	-$7.82K	0.11%	103
2023 Q3	$235K	Buy	783 +13	+2%	+$3.92K	0.11%	95
2023 Q2	$221K	Buy	+770	New	+$190K	0.1%	100

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

Zimmermann Investment Management & Planning's META Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Meta Platforms (Facebook) (META) in Q4 2024, closing a stake of 2,006 shares — an estimated $1.15M sold.

Zimmermann Investment Management & Planning first reported a position in META in Q2 2023 and held it in 6 quarters. The position peaked at $1.15M in Q3 2024. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining Meta Platforms (Facebook) position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 2,006 Meta Platforms (Facebook) shares in Q4 2024, an estimated $1.15M.
Zimmermann Investment Management & Planning first reported a position in Meta Platforms (Facebook) in Q2 2023 and held it in 6 quarters.
Zimmermann Investment Management & Planning's Meta Platforms (Facebook) position peaked at $1.15M in Q3 2024.
4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.