WIP
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Wellesley Investment Partners’s Meta Platforms (Facebook) META Stock Holding History

Wellesley Investment Partners’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 		$282K Buy
1,079
+103
+11% +$26.6K 0.1% 84
2020
Q2 		$221K Buy
+976
New +$204K 0.08% 100

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

Wellesley Investment Partners's META Position: Q3 2020 in Review

Wellesley Investment Partners increased its Meta Platforms (Facebook) (META) stake by 11% in Q3 2020, buying an estimated $26.6K and bringing the position to 1,079 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #84.

Wellesley Investment Partners first reported a position in META in Q2 2020 and has held it in 2 quarters since. 2,854 funds tracked by Wall St. Rank hold META as of Q3 2020.

  • Wellesley Investment Partners held 1,079 shares of Meta Platforms (Facebook) worth $282K as of Q3 2020.
  • Wellesley Investment Partners bought 103 Meta Platforms (Facebook) shares in Q3 2020, an estimated $26.6K.
  • Meta Platforms (Facebook) made up 0.1% of Wellesley Investment Partners's portfolio in Q3 2020, its #84 holding.
  • Wellesley Investment Partners first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 2 quarters since.
  • 2,854 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.