RFA
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Reilly Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Reilly Financial 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
2021
Q4 		$34K Buy
+100
New +$33.2K ﹤0.01% 470
2021
Q3 		– Sell
-100
Closed -$35K – 1000
2021
Q2 		$35K Buy
+100
New +$32.1K ﹤0.01% 434

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Reilly Financial Advisors's META Position: Q4 2021 in Review

Reilly Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 0.11% in Q4 2021, buying an estimated $21.9K and bringing the position to 59,085 shares worth $19.9M. The position accounts for 1.48% of the portfolio, ranked #21.

Reilly Financial Advisors first reported a position in META in Q2 2013 and has held it in 35 quarters since. The position peaked at $20.5M in Q2 2021. 3,497 funds tracked by Wall St. Rank hold META as of Q4 2021.

  • Reilly Financial Advisors held 59,085 shares of Meta Platforms (Facebook) worth $19.9M as of Q4 2021.
  • Reilly Financial Advisors bought 66 Meta Platforms (Facebook) shares in Q4 2021, an estimated $21.9K.
  • Meta Platforms (Facebook) made up 1.48% of Reilly Financial Advisors's portfolio in Q4 2021, its #21 holding.
  • Reilly Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 35 quarters since.
  • Reilly Financial Advisors's Meta Platforms (Facebook) position peaked at $20.5M in Q2 2021.
  • 3,497 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.