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

Geller 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 		$4.52M Sell
7,727
-5
-0.1% -$2.94K 0.3% 21
2024
Q3 		$4.43M Buy
7,732
+101
+1% +$52K 0.31% 21
2024
Q2 		$3.85M Buy
7,631
+227
+3% +$110K 0.29% 25
2024
Q1 		$3.6M Sell
7,404
-39
-0.5% -$17.4K 0.29% 25
2023
Q4 		$2.63M Buy
7,443
+10
+0.1% +$3.26K 0.26% 27
2023
Q3 		$2.23M Sell
7,433
-265
-3% -$79.8K 0.26% 26
2023
Q2 		$2.21M Buy
7,698
+2,479
+47% +$612K 0.28% 26
2023
Q1 		$1.11M Buy
5,219
+1,560
+43% +$266K 0.16% 28
2022
Q4 		$440K Sell
3,659
-170
-4% -$20K 0.07% 62
2022
Q3 		$520K Sell
3,829
-1,537
-29% -$249K 0.11% 45
2022
Q2 		$865K Sell
5,366
-399
-7% -$77K 0.18% 27
2022
Q1 		$1.28M Buy
5,765
+268
+5% +$67K 0.24% 23
2021
Q4 		$1.85M Sell
5,497
-6
-0.1% -$1.99K 0.36% 16
2021
Q3 		$1.87M Buy
5,503
+37
+0.7% +$13.3K 0.41% 15
2021
Q2 		$1.9M Sell
5,466
-10
-0.2% -$3.21K 0.41% 13
2021
Q1 		$1.61M Buy
5,476
+1,103
+25% +$297K 0.38% 13
2020
Q4 		$1.23M Sell
4,373
-100
-2% -$27.4K 0.31% 14
2020
Q3 		$1.17M Buy
4,473
+1,978
+79% +$510K 0.33% 13
2020
Q2 		$567K Sell
2,495
-282
-10% -$58.9K 0.17% 23
2020
Q1 		$463K Buy
2,777
+36
+1% +$7.05K 0.13% 24
2019
Q4 		$563K Sell
2,741
-222
-7% -$43K 0.17% 21
2019
Q3 		$528K Buy
+2,963
New +$563K 0.19% 23
2015
Q2 		– Sell
-3,393
Closed -$279K – 38
2015
Q1 		$279K Hold
3,393
– – 0.16% 29
2014
Q4 		$265K Sell
3,393
-50
-1% -$3.82K 0.15% 30
2014
Q3 		$272K Buy
+3,443
New +$253K 0.15% 32

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

Geller Advisors's META Position: Q4 2024 in Review

Geller Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.06% in Q4 2024, selling an estimated $2.94K and leaving 7,727 shares worth $4.52M. The position accounts for 0.3% of the portfolio, ranked #21.

Geller Advisors first reported a position in META in Q3 2014 and has held it in 25 quarters since. 4,641 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Geller Advisors held 7,727 shares of Meta Platforms (Facebook) worth $4.52M as of Q4 2024.
  • Geller Advisors sold 5 Meta Platforms (Facebook) shares in Q4 2024, an estimated $2.94K.
  • Meta Platforms (Facebook) made up 0.3% of Geller Advisors's portfolio in Q4 2024, its #21 holding.
  • Geller Advisors first reported a position in Meta Platforms (Facebook) in Q3 2014 and has held it in 25 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.