WSA
META icon

Willow Street Advisors’s Meta Platforms (Facebook) META Stock Holding History

Willow Street Advisors’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
2013
Q4 		$656K Hold
12,000
– – 0.37% 78
2013
Q3 		$603K Hold
12,000
– – 0.37% 73
2013
Q2 		$299K Buy
+12,000
New +$307K 0.19% 115

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Willow Street Advisors's META Position: Q4 2013 in Review

Willow Street Advisors held its Meta Platforms (Facebook) (META) position steady in Q4 2013 at 12,000 shares worth $656K. The position accounts for 0.37% of the portfolio, ranked #78.

Willow Street Advisors first reported a position in META in Q2 2013 and has held it in 3 quarters since. 958 funds tracked by Wall St. Rank hold META as of Q4 2013.

  • Willow Street Advisors held 12,000 shares of Meta Platforms (Facebook) worth $656K as of Q4 2013.
  • Willow Street Advisors left its Meta Platforms (Facebook) share count unchanged in Q4 2013.
  • Meta Platforms (Facebook) made up 0.37% of Willow Street Advisors's portfolio in Q4 2013, its #78 holding.
  • Willow Street Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 3 quarters since.
  • 958 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.