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Blake Schutter Theil Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Blake Schutter Theil Wealth Advisors’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
-1,723
Closed -$986K – 145
2024
Q3 		$986K Buy
+1,723
New +$887K 0.71% 36

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's META Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q4 2024, closing a stake of 1,723 shares — an estimated $986K sold.

Blake Schutter Theil Wealth Advisors first reported a position in META in Q3 2024 and held it in 1 quarter. The position peaked at $986K in Q3 2024. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 1,723 Meta Platforms (Facebook) shares in Q4 2024, an estimated $986K.
  • Blake Schutter Theil Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's Meta Platforms (Facebook) position peaked at $986K in Q3 2024.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.