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Waverton Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Waverton Investment 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
2022
Q4 		– Sell
-48,899
Closed -$6.63M – 81
2022
Q3 		$6.63M Buy
+48,899
New +$7.93M 0.27% 51
2019
Q4 		– Sell
-10,444
Closed -$1.86M – 62
2019
Q3 		$1.86M Sell
10,444
-2,720
-21% -$517K 0.1% 45
2019
Q2 		$2.54M Buy
13,164
+272
+2% +$49.7K 0.13% 38
2019
Q1 		$2.15M Buy
12,892
+300
+2% +$47.7K 0.11% 41
2018
Q4 		$1.65M Sell
12,592
-314
-2% -$45.5K 0.1% 40
2018
Q3 		$2.12M Buy
12,906
+188
+1% +$34K 0.1% 38
2018
Q2 		$2.47M Buy
+12,718
New +$2.3M 0.14% 34
2018
Q1 		– Sell
-45,520
Closed -$8.03M – 79
2017
Q4 		$8.03M Sell
45,520
-600
-1% -$106K 0.47% 27
2017
Q3 		$7.88M Sell
46,120
-23,413
-34% -$3.91M 0.49% 26
2017
Q2 		$10.5M Sell
69,533
-317,762
-82% -$47.2M 0.68% 28
2017
Q1 		$55M Buy
387,295
+42,102
+12% +$5.63M 3.47% 12
2016
Q4 		$39.7M Buy
345,193
+3,462
+1% +$425K 2.6% 14
2016
Q3 		$43.8M Buy
341,731
+62,429
+22% +$7.75M 2.95% 13
2016
Q2 		$31.9M Buy
279,302
+35,250
+14% +$4.06M 2.4% 15
2016
Q1 		$27.8M Buy
244,052
+158,041
+184% +$16.7M 2.13% 17
2015
Q4 		$9M Buy
86,011
+74,831
+669% +$7.69M 0.68% 31
2015
Q3 		$1M Buy
+11,180
New +$1.03M 0.08% 88

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Waverton Investment Management's META Position: Q4 2022 in Review

Waverton Investment Management sold out of Meta Platforms (Facebook) (META) in Q4 2022, closing a stake of 48,899 shares — an estimated $6.63M sold.

Waverton Investment Management first reported a position in META in Q3 2015 and held it in 17 quarters. The position peaked at $55M in Q1 2017. 2,757 funds tracked by Wall St. Rank hold META as of Q4 2022.

  • Waverton Investment Management reported no remaining Meta Platforms (Facebook) position as of Q4 2022 after selling out during the quarter.
  • Waverton Investment Management sold 48,899 Meta Platforms (Facebook) shares in Q4 2022, an estimated $6.63M.
  • Waverton Investment Management first reported a position in Meta Platforms (Facebook) in Q3 2015 and held it in 17 quarters.
  • Waverton Investment Management's Meta Platforms (Facebook) position peaked at $55M in Q1 2017.
  • 2,757 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2022.

Based on Waverton Investment Management's 13F filing for Q4 2022, filed 2 Feb 2023.