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Tolleson Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Tolleson Wealth Management’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 		– Sell
-778
Closed -$456K – 101
2024
Q4 		$456K Buy
+778
New +$457K 0.09% 67

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

Tolleson Wealth Management's META Position: Q1 2025 in Review

Tolleson Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2025, closing a stake of 778 shares — an estimated $456K sold.

Tolleson Wealth Management first reported a position in META in Q4 2024 and held it in 1 quarter. The position peaked at $456K in Q4 2024. 4,693 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • Tolleson Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2025 after selling out during the quarter.
  • Tolleson Wealth Management sold 778 Meta Platforms (Facebook) shares in Q1 2025, an estimated $456K.
  • Tolleson Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 1 quarter.
  • Tolleson Wealth Management's Meta Platforms (Facebook) position peaked at $456K in Q4 2024.
  • 4,693 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.