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OTA Financial Group’s Meta Platforms (Facebook) META Stock Holding History

OTA Financial 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
2023
Q2 		– Sell
-50,000
Closed -$10.6M – 23
2023
Q1 		$10.6M Buy
+50,000
New +$8.52M 9.33% 4

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OTA Financial Group's META Position: Q2 2023 in Review

OTA Financial Group sold out of Meta Platforms (Facebook) (META) in Q2 2023, closing a stake of 50,000 shares — an estimated $10.6M sold.

OTA Financial Group first reported a position in META in Q1 2023 and held it in 1 quarter. The position peaked at $10.6M in Q1 2023. 3,316 funds tracked by Wall St. Rank hold META as of Q2 2023.

  • OTA Financial Group reported no remaining Meta Platforms (Facebook) position as of Q2 2023 after selling out during the quarter.
  • OTA Financial Group sold 50,000 Meta Platforms (Facebook) shares in Q2 2023, an estimated $10.6M.
  • OTA Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2023 and held it in 1 quarter.
  • OTA Financial Group's Meta Platforms (Facebook) position peaked at $10.6M in Q1 2023.
  • 3,316 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2023.

Based on OTA Financial Group's 13F filing for Q2 2023, filed 17 Aug 2023.