SPIS
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Steward Partners Investment Solutions’s Meta Platforms (Facebook) META Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$1.81M Buy
3,731
+1,385
+59% +$618K 0.3% 71
2023
Q4 		$830K Buy
+2,346
New +$764K 0.35% 70

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

Steward Partners Investment Solutions's META Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Meta Platforms (Facebook) (META) stake by 59% in Q1 2024, buying an estimated $618K and bringing the position to 3,731 shares worth $1.81M. The position accounts for 0.3% of the portfolio, ranked #71.

Steward Partners Investment Solutions first reported a position in META in Q4 2023 and has held it in 2 quarters since. 4,009 funds tracked by Wall St. Rank hold META as of Q1 2024.

  • Steward Partners Investment Solutions held 3,731 shares of Meta Platforms (Facebook) worth $1.81M as of Q1 2024.
  • Steward Partners Investment Solutions bought 1,385 Meta Platforms (Facebook) shares in Q1 2024, an estimated $618K.
  • Meta Platforms (Facebook) made up 0.3% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #71 holding.
  • Steward Partners Investment Solutions first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 2 quarters since.
  • 4,009 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.