SEC 13F Intelligence

Strategic Wealth Management Group, LLC / META

Strategic Wealth Management Group, LLC’s Meta Platforms Inc Position

Does Strategic Wealth Management Group, LLC own Meta Platforms Inc (META)? Yes — 8.5K shares worth $3M (+1.08% of its 13F portfolio) as of Q2 2021, down from 8.8K shares the prior filed quarter.

Position Value
$3M
Q2 2021
Shares
8.5K
% of Portfolio
+1.08%
Quarters Held
11
currently held

Position History META

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ2 ’19Q3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20218.5K$3M+1.08%
Q1 20218.8K$3M+0.99%
Q4 20208.9K$2M+1.05%
Q3 20209.2K$2M+1.17%
Q2 20209.2K$2M+1.23%
Q1 20209.1K$2M+1.13%
Q4 20199.6K$2M+1.28%
Q3 201910.5K$2M+1.35%
Q2 201910.9K$2M+1.61%
Q1 201911.3K$2M+1.54%
Q4 201811.5K$2M+1.45%

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