WRF
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Waddell & Reed Financial’s Meta Platforms (Facebook) META Stock Holding History

Waddell & Reed Financial’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
2020
Q2 		– Sell
-130,000
Closed -$21.7M – 475
2020
Q1 		$21.7M Buy
+130,000
New +$25.5M 0.07% 273
2016
Q4 		– Sell
-25,000
Closed -$17K – 607
2016
Q3 		$17K Buy
+25,000
New +$3.1M ﹤0.01% 589

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waddell & Reed Financial's META Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Meta Platforms (Facebook) (META) stake by 16% in Q1 2021, selling an estimated $183M and leaving 3,666,540 shares worth $1.08B. The position accounts for 2.22% of the portfolio, ranked #4.

Waddell & Reed Financial first reported a position in META in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.19B in Q4 2020. 3,162 funds tracked by Wall St. Rank hold META as of Q1 2021.

  • Waddell & Reed Financial held 3,666,540 shares of Meta Platforms (Facebook) worth $1.08B as of Q1 2021.
  • Waddell & Reed Financial sold 677,871 Meta Platforms (Facebook) shares in Q1 2021, an estimated $183M.
  • Meta Platforms (Facebook) made up 2.22% of Waddell & Reed Financial's portfolio in Q1 2021, its #4 holding.
  • Waddell & Reed Financial first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 32 quarters since.
  • Waddell & Reed Financial's Meta Platforms (Facebook) position peaked at $1.19B in Q4 2020.
  • 3,162 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.