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Wealthfront’s Meta Platforms (Facebook) META Stock Holding History

Wealthfront’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
2018
Q3 		$26.1M Sell
158,934
-34,014
-18% -$6.16M 0.25% 24
2018
Q2 		$37.5M Sell
192,948
-4,343
-2% -$785K 0.38% 22
2018
Q1 		$31.5M Sell
197,291
-47,755
-19% -$8.57M 0.32% 23
2017
Q4 		$43.2M Sell
245,046
-20,683
-8% -$3.66M 0.48% 20
2017
Q3 		$45.4M Sell
265,729
-19,613
-7% -$3.27M 0.59% 19
2017
Q2 		$43.1M Sell
285,342
-705
-0.2% -$105K 0.65% 18
2017
Q1 		$40.6M Buy
286,047
+54,332
+23% +$7.26M 0.72% 18
2016
Q4 		$26.7M Sell
231,715
-2,789
-1% -$343K 0.59% 19
2016
Q3 		$30.1M Buy
234,504
+1,245
+0.5% +$155K 0.71% 18
2016
Q2 		$26.7M Sell
233,259
-17,410
-7% -$2.01M 0.74% 18
2016
Q1 		$28.6M Buy
250,669
+6,590
+3% +$695K 0.9% 18
2015
Q4 		$25.5M Sell
244,079
-13,749
-5% -$1.41M 0.92% 17
2015
Q3 		$23.2M Sell
257,828
-4,858
-2% -$446K 0.93% 17
2015
Q2 		$22.5M Buy
262,686
+10,634
+4% +$868K 0.93% 19
2015
Q1 		$20.7M Buy
252,052
+7,720
+3% +$605K 1% 17
2014
Q4 		$19.1M Buy
244,332
+50,589
+26% +$3.87M 1.11% 17
2014
Q3 		$15.3M Buy
193,743
+189,275
+4,236% +$13.9M 1.06% 15
2014
Q2 		$296K Buy
4,468
+1,963
+78% +$121K 0.03% 65
2014
Q1 		$157K Buy
+2,505
New +$159K 0.02% 76

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthfront's META Position: Q3 2018 in Review

Wealthfront reduced its Meta Platforms (Facebook) (META) stake by 18% in Q3 2018, selling an estimated $6.16M and leaving 158,934 shares worth $26.1M. The position accounts for 0.25% of the portfolio, ranked #24.

Wealthfront first reported a position in META in Q1 2014 and has held it in 19 quarters since. The position peaked at $45.4M in Q3 2017. 2,258 funds tracked by Wall St. Rank hold META as of Q3 2018.

  • Wealthfront held 158,934 shares of Meta Platforms (Facebook) worth $26.1M as of Q3 2018.
  • Wealthfront sold 34,014 Meta Platforms (Facebook) shares in Q3 2018, an estimated $6.16M.
  • Meta Platforms (Facebook) made up 0.25% of Wealthfront's portfolio in Q3 2018, its #24 holding.
  • Wealthfront first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Meta Platforms (Facebook) position peaked at $45.4M in Q3 2017.
  • 2,258 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.