WAM
META icon

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

Wealthspire Advisors (Maryland)’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
Q3 		$10.9M Buy
41,457
+14,242
+52% +$3.67M 0.38% 39
2020
Q2 		$6.18M Buy
27,215
+406
+2% +$84.8K 0.44% 38
2020
Q1 		$4.47M Buy
26,809
+1,019
+4% +$200K 0.39% 46
2019
Q4 		$5.29M Buy
25,790
+3,108
+14% +$602K 0.36% 51
2019
Q3 		$4.04M Buy
22,682
+526
+2% +$100K 0.3% 56
2019
Q2 		$4.28M Buy
22,156
+1,621
+8% +$296K 0.32% 53
2019
Q1 		$3.42M Buy
20,535
+730
+4% +$116K 0.26% 62
2018
Q4 		$2.6M Buy
19,805
+172
+0.9% +$24.9K 0.23% 67
2018
Q3 		$3.23M Buy
19,633
+190
+1% +$34.4K 0.27% 56
2018
Q2 		$3.78M Sell
19,443
-1,049
-5% -$190K 0.34% 48
2018
Q1 		$3.27M Buy
20,492
+279
+1% +$50.1K 0.31% 55
2017
Q4 		$3.57M Buy
20,213
+4,060
+25% +$718K 0.35% 49
2017
Q3 		$2.76M Sell
16,153
-1,377
-8% -$230K 0.3% 55
2017
Q2 		$2.65M Buy
17,530
+2,908
+20% +$432K 0.31% 55
2017
Q1 		$2.08M Buy
14,622
+2,048
+16% +$274K 0.3% 55
2016
Q4 		$1.45M Buy
12,574
+59
+0.5% +$7.25K 0.22% 71
2016
Q3 		$1.6M Buy
12,515
+806
+7% +$100K 0.25% 63
2016
Q2 		$1.34M Sell
11,709
-399
-3% -$46K 0.22% 72
2016
Q1 		$1.38M Buy
12,108
+914
+8% +$96.4K 0.24% 67
2015
Q4 		$1.17M Buy
+11,194
New +$1.15M 0.22% 79

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s META Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Meta Platforms (Facebook) (META) stake by 52% in Q3 2020, buying an estimated $3.67M and bringing the position to 41,457 shares worth $10.9M. The position accounts for 0.38% of the portfolio, ranked #39.

Wealthspire Advisors (Maryland) first reported a position in META in Q4 2015 and has held it in 20 quarters since. 2,855 funds tracked by Wall St. Rank hold META as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 41,457 shares of Meta Platforms (Facebook) worth $10.9M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 14,242 Meta Platforms (Facebook) shares in Q3 2020, an estimated $3.67M.
  • Meta Platforms (Facebook) made up 0.38% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #39 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 20 quarters since.
  • 2,855 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.