SEC 13F Intelligence

Provence Wealth Management Group / META

Provence Wealth Management Group’s Meta Platforms Inc Position

Does Provence Wealth Management Group own Meta Platforms Inc (META)? Yes — 8.3K shares worth $3M (+1.59% of its 13F portfolio) as of Q4 2023, up from 7.4K shares the prior filed quarter.

Position Value
$3M
Q4 2023
Shares
8.3K
% of Portfolio
+1.59%
Quarters Held
6
currently held

Position History META

Reported value by quarter
Q1 ’22: $235,000Q1 ’22Q4 ’22: $561,145Q4 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23Q4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20238.3K$3M+1.59%
Q3 20237.4K$2M+1.36%
Q2 20237.3K$2M+1.24%
Q1 20236.8K$1M+0.95%
Q4 20224.7K$561,145+0.46%
Q1 20221.1K$235,000+0.27%

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