SEC 13F Intelligence

Surevest, LLC / META

Surevest, LLC’s Meta Platforms Inc Position

Does Surevest, LLC own Meta Platforms Inc (META)? Yes27.9K shares worth $4M (+1.03% of its 13F portfolio) as of Q3 2022, up from 26.3K shares the prior filed quarter.

Position Value
$4M
Q3 2022
Shares
27.9K
% of Portfolio
+1.03%
Quarters Held
14
currently held

Position History META

Reported value by quarter
Q1 ’19: $254,000Q1 ’19Q2 ’19: $225,000Q4 ’19: $430,000Q4 ’19Q1 ’20: $3MQ2 ’20: $5MQ2 ’20Q3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $8MQ2 ’21Q3 ’21: $8MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ2 ’22Q3 ’22: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202227.9K$4M+1.03%
Q2 202226.3K$4M+1.11%
Q1 202227.1K$6M+1.45%
Q4 202122.2K$7M+1.77%
Q3 202122.8K$8M+1.96%
Q2 202122.5K$8M+2.04%
Q1 202120.0K$6M+1.78%
Q4 202021.2K$6M+1.93%
Q3 202020.7K$5M+2.13%
Q2 202023.3K$5M+2.34%
Q1 202020.4K$3M+1.86%
Q4 20192.1K$430,000+0.18%
Q2 20191.2K$225,000+0.12%
Q1 20191.5K$254,000+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surevest, LLC’s full portfolio or all institutional holders of META.