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

Schechter Investment 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
2025
Q1 		$12.5M Sell
21,692
-2,824
-12% -$1.82M 1.03% 19
2024
Q4 		$14.4M Sell
24,516
-1,152
-4% -$676K 1.1% 19
2024
Q3 		$14.7M Sell
25,668
-181
-0.7% -$93.1K 1.08% 17
2024
Q2 		$13M Sell
25,849
-528
-2% -$257K 0.98% 23
2024
Q1 		$12.8M Buy
26,377
+1,774
+7% +$791K 0.96% 24
2023
Q4 		$8.71M Buy
24,603
+741
+3% +$241K 0.75% 27
2023
Q3 		$7.16M Buy
23,862
+335
+1% +$101K 0.69% 28
2023
Q2 		$6.75M Sell
23,527
-2,109
-8% -$520K 0.61% 28
2023
Q1 		$5.43M Buy
25,636
+3,536
+16% +$602K 0.5% 35
2022
Q4 		$2.66M Sell
22,100
-9,888
-31% -$1.16M 0.24% 77
2022
Q3 		$4.34M Sell
31,988
-1,425
-4% -$231K 0.43% 28
2022
Q2 		$5.39M Buy
33,413
+3,719
+13% +$717K 0.52% 25
2022
Q1 		$6.6M Sell
29,694
-3,739
-11% -$934K 0.61% 20
2021
Q4 		$11.2M Buy
+33,433
New +$11.1M 1.01% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schechter Investment Advisors's META Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 12% in Q1 2025, selling an estimated $1.82M and leaving 21,692 shares worth $12.5M. The position accounts for 1.03% of the portfolio, ranked #19.

Schechter Investment Advisors first reported a position in META in Q4 2021 and has held it in 14 quarters since. The position peaked at $14.7M in Q3 2024. 4,692 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • Schechter Investment Advisors held 21,692 shares of Meta Platforms (Facebook) worth $12.5M as of Q1 2025.
  • Schechter Investment Advisors sold 2,824 Meta Platforms (Facebook) shares in Q1 2025, an estimated $1.82M.
  • Meta Platforms (Facebook) made up 1.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #19 holding.
  • Schechter Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Meta Platforms (Facebook) position peaked at $14.7M in Q3 2024.
  • 4,692 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.