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Constellation Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Constellation 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
2013
Q3 		– Sell
-10,100
Closed -$251K – 198
2013
Q2 		$251K Buy
+10,100
New +$259K 0.03% 173

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Constellation Wealth Advisors's META Position: Q3 2013 in Review

Constellation Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q3 2013, closing a stake of 10,100 shares — an estimated $251K sold.

Constellation Wealth Advisors first reported a position in META in Q2 2013 and held it in 1 quarter. The position peaked at $251K in Q2 2013. 839 funds tracked by Wall St. Rank hold META as of Q3 2013.

  • Constellation Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q3 2013 after selling out during the quarter.
  • Constellation Wealth Advisors sold 10,100 Meta Platforms (Facebook) shares in Q3 2013, an estimated $251K.
  • Constellation Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and held it in 1 quarter.
  • Constellation Wealth Advisors's Meta Platforms (Facebook) position peaked at $251K in Q2 2013.
  • 839 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2013.

Based on Constellation Wealth Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.