LSAG
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Lake Street Advisors Group’s Meta Platforms (Facebook) META Stock Holding History

Lake Street Advisors Group’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 		$14M Buy
23,838
+1,154
+5% +$677K 0.64% 29
2024
Q3 		$13M Buy
22,684
+434
+2% +$223K 0.6% 32
2024
Q2 		$11.2M Sell
22,250
-90
-0.4% -$43.7K 0.54% 35
2024
Q1 		$10.8M Buy
22,340
+2,970
+15% +$1.32M 0.51% 40
2023
Q4 		$6.86M Buy
19,370
+345
+2% +$112K 0.34% 50
2023
Q3 		$5.71M Sell
19,025
-540
-3% -$163K 0.34% 49
2023
Q2 		$5.62M Buy
19,565
+262
+1% +$64.7K 0.31% 50
2023
Q1 		$4.09M Buy
19,303
+2,163
+13% +$368K 0.25% 62
2022
Q4 		$2.06M Buy
17,140
+120
+0.7% +$14.1K 0.14% 104
2022
Q3 		$2.31M Sell
17,020
-1,543
-8% -$250K 0.17% 88
2022
Q2 		$2.99M Sell
18,563
-2,774
-13% -$535K 0.21% 70
2022
Q1 		$4.75M Buy
21,337
+725
+4% +$181K 0.3% 49
2021
Q4 		$6.93M Buy
20,612
+587
+3% +$195K 0.44% 39
2021
Q3 		$6.8M Buy
20,025
+6,792
+51% +$2.45M 0.73% 30
2021
Q2 		$4.8M Buy
13,233
+273
+2% +$87.6K 0.35% 45
2021
Q1 		$3.82M Sell
12,960
-411
-3% -$111K 0.31% 46
2020
Q4 		$3.65M Buy
13,371
+240
+2% +$65.8K 0.3% 47
2020
Q3 		$3.44M Buy
13,131
+184
+1% +$47.5K 0.32% 43
2020
Q2 		$2.94M Buy
12,947
+760
+6% +$159K 0.3% 45
2020
Q1 		$2.03M Buy
12,187
+1,678
+16% +$329K 0.25% 47
2019
Q4 		$2.16M Buy
10,509
+580
+6% +$112K 0.21% 40
2019
Q3 		$1.54M Sell
9,929
-93
-0.9% -$17.7K 0.17% 46
2019
Q2 		$1.93M Buy
10,022
+404
+4% +$73.8K 0.2% 35
2019
Q1 		$1.6M Buy
9,618
+715
+8% +$114K 0.17% 40
2018
Q4 		$1.17M Buy
8,903
+319
+4% +$46.2K 0.14% 48
2018
Q3 		$1.41M Sell
8,584
-4,249
-33% -$769K 0.16% 39
2018
Q2 		$2.49M Sell
12,833
-227
-2% -$41K 0.25% 30
2018
Q1 		$2.09M Sell
13,060
-897
-6% -$161K 0.23% 33
2017
Q4 		$2.46M Buy
+13,957
New +$2.47M 0.28% 29

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

Lake Street Advisors Group's META Position: Q4 2024 in Review

Lake Street Advisors Group increased its Meta Platforms (Facebook) (META) stake by 5.1% in Q4 2024, buying an estimated $677K and bringing the position to 23,838 shares worth $14M. The position accounts for 0.64% of the portfolio, ranked #29.

Lake Street Advisors Group first reported a position in META in Q4 2017 and has held it in 29 quarters since. 4,642 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Lake Street Advisors Group held 23,838 shares of Meta Platforms (Facebook) worth $14M as of Q4 2024.
  • Lake Street Advisors Group bought 1,154 Meta Platforms (Facebook) shares in Q4 2024, an estimated $677K.
  • Meta Platforms (Facebook) made up 0.64% of Lake Street Advisors Group's portfolio in Q4 2024, its #29 holding.
  • Lake Street Advisors Group first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 29 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.