Source Financial Advisors LLC / META
Source Financial Advisors LLC’s Meta Platforms Inc Position
Does Source Financial Advisors LLC own Meta Platforms Inc (META)? Yes — 7.4K shares worth $4M (+1.25% of its 13F portfolio) as of Q3 2024, down from 7.4K shares the prior filed quarter.
Position Value
$4M
Q3 2024
Shares
7.4K
% of Portfolio
+1.25%
Quarters Held
16
currently held
Position History META
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 7.4K | $4M | +1.25% |
| Q2 2024 | 7.4K | $4M | +1.15% |
| Q1 2024 | 7.4K | $4M | +1.09% |
| Q4 2023 | 7.8K | $3M | +0.85% |
| Q3 2023 | 8.5K | $3M | +0.86% |
| Q2 2023 | 9.5K | $3M | +0.89% |
| Q1 2023 | 9.3K | $2M | +0.66% |
| Q4 2022 | 9.7K | $1M | +0.44% |
| Q3 2022 | 9.3K | $1M | +0.50% |
| Q2 2022 | 10.4K | $2M | +0.66% |
| Q1 2022 | 10.5K | $2M | +0.69% |
| Q4 2021 | 9.7K | $3M | +0.88% |
| Q3 2021 | 9.8K | $3M | +0.86% |
| Q2 2021 | 11.5K | $4M | +1.03% |
| Q1 2021 | 12.6K | $4M | +0.99% |
| Q4 2020 | 12.6K | $3M | +0.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Source Financial Advisors LLC’s full portfolio or all institutional holders of META.