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

Sheaff Brock 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
2022
Q4 		– Hold
0
– -$204K – 526
2022
Q3 		– Hold
0
– – – 412

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

Sheaff Brock Investment Advisors's META Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 1% in Q1 2025, selling an estimated $178K and leaving 26,312 shares worth $15.2M. The position accounts for 1.39% of the portfolio, ranked #10.

Sheaff Brock Investment Advisors first reported a position in META in Q4 2015 and has held it in 38 quarters since. The position peaked at $17.2M in Q2 2017. 4,692 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • Sheaff Brock Investment Advisors held 26,312 shares of Meta Platforms (Facebook) worth $15.2M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 276 Meta Platforms (Facebook) shares in Q1 2025, an estimated $178K.
  • Meta Platforms (Facebook) made up 1.39% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #10 holding.
  • Sheaff Brock Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Meta Platforms (Facebook) position peaked at $17.2M in Q2 2017.
  • 4,692 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.