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

Tiedemann 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
2023
Q3 		$3.14M Buy
10,471
+1,838
+21% +$554K 0.13% 61
2023
Q2 		$2.48M Sell
8,633
-309
-3% -$76.2K 0.11% 71
2023
Q1 		$1.9M Hold
8,942
– – 0.09% 77
2022
Q4 		$1.08M Sell
8,942
-1,184
-12% -$139K 0.05% 114
2022
Q3 		$1.37M Sell
10,126
-47
-0.5% -$7.62K 0.08% 93
2022
Q2 		$1.64M Buy
10,173
+1,258
+14% +$243K 0.12% 79
2022
Q1 		$1.98M Sell
8,915
-2,763
-24% -$691K 0.1% 92
2021
Q4 		$3.93M Sell
11,678
-894
-7% -$297K 0.19% 61
2021
Q3 		$4.27M Sell
12,572
-5,505
-30% -$1.98M 0.23% 52
2021
Q2 		$6.28M Buy
18,077
+2
+0% +$642 0.25% 47
2021
Q1 		$5.32M Buy
18,075
+313
+2% +$84.3K 0.23% 48
2020
Q4 		$4.86M Buy
17,762
+1,971
+12% +$540K 0.24% 51
2020
Q3 		$4.14M Buy
15,791
+488
+3% +$126K 0.2% 71
2020
Q2 		$3.47M Sell
15,303
-1,572
-9% -$328K 0.18% 83
2020
Q1 		$2.81M Sell
16,875
-2,776
-14% -$543K 0.18% 84
2019
Q4 		$4.03M Sell
19,651
-6,026
-23% -$1.17M 0.19% 77
2019
Q3 		$4.57M Buy
25,677
+9,334
+57% +$1.77M 0.22% 75
2019
Q2 		$3.15M Sell
16,343
-15,512
-49% -$2.83M 0.16% 84
2019
Q1 		$5.31M Sell
31,855
-109
-0.3% -$17.3K 0.25% 65
2018
Q4 		$4.19M Buy
31,964
+11,657
+57% +$1.69M 0.21% 81
2018
Q3 		$3.34M Buy
20,307
+3,037
+18% +$550K 0.2% 84
2018
Q2 		$3.36M Sell
17,270
-892
-5% -$161K 0.21% 79
2018
Q1 		$2.9M Buy
18,162
+6,811
+60% +$1.22M 0.2% 76
2017
Q4 		$2M Buy
11,351
+3,874
+52% +$685K 0.15% 81
2017
Q3 		$1.28M Sell
7,477
-14,858
-67% -$2.48M 0.11% 124
2017
Q2 		$3.37M Buy
22,335
+2,549
+13% +$379K 0.25% 78
2017
Q1 		$2.81M Buy
19,786
+10,169
+106% +$1.36M 0.24% 88
2016
Q4 		$1.11M Sell
9,617
-725
-7% -$89K 0.11% 134
2016
Q3 		$1.36M Buy
+10,342
New +$1.28M 0.28% 47

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tiedemann Advisors's META Position: Q3 2023 in Review

Tiedemann Advisors increased its Meta Platforms (Facebook) (META) stake by 21% in Q3 2023, buying an estimated $554K and bringing the position to 10,471 shares worth $3.14M. The position accounts for 0.13% of the portfolio, ranked #61.

Tiedemann Advisors first reported a position in META in Q3 2016 and has held it in 29 quarters since. The position peaked at $6.28M in Q2 2021. 3,425 funds tracked by Wall St. Rank hold META as of Q3 2023.

  • Tiedemann Advisors held 10,471 shares of Meta Platforms (Facebook) worth $3.14M as of Q3 2023.
  • Tiedemann Advisors bought 1,838 Meta Platforms (Facebook) shares in Q3 2023, an estimated $554K.
  • Meta Platforms (Facebook) made up 0.13% of Tiedemann Advisors's portfolio in Q3 2023, its #61 holding.
  • Tiedemann Advisors first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 29 quarters since.
  • Tiedemann Advisors's Meta Platforms (Facebook) position peaked at $6.28M in Q2 2021.
  • 3,425 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.