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Wintrust Investments’s Meta Platforms (Facebook) META Stock Holding History

Wintrust Investments’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
2024
Q4 		$813K Sell
1,389
-27
-2% -$15.8K 0.72% 28
2024
Q3 		$811K Sell
1,416
-11,830
-89% -$6.09M 0.6% 32
2024
Q2 		$6.68M Buy
13,246
+383
+3% +$186K 0.54% 33
2024
Q1 		$6.25M Sell
12,863
-73
-0.6% -$32.6K 0.55% 39
2023
Q4 		$4.58M Buy
12,936
+69
+0.5% +$22.5K 0.44% 42
2023
Q3 		$3.86M Buy
12,867
+1,071
+9% +$323K 0.4% 50
2023
Q2 		$3.38M Sell
11,796
-1,278
-10% -$315K 0.34% 61
2023
Q1 		$2.75M Sell
13,074
-2,190
-14% -$373K 0.35% 54
2022
Q4 		$2.08M Sell
15,264
-24,205
-61% -$2.84M 0.27% 74
2022
Q3 		$7.36M Sell
39,469
-14,253
-27% -$2.31M 0.92% 20
2022
Q2 		$10.6M Sell
53,722
-14,949
-22% -$2.88M 1.27% 16
2022
Q1 		$17.3M Sell
68,671
-34,170
-33% -$8.54M 1.67% 11
2021
Q4 		$33.5M Buy
102,841
+67,141
+188% +$22.3M 3.18% 8
2021
Q3 		$10.9M Sell
35,700
-2,603
-7% -$938K 1.48% 11
2021
Q2 		$11.8M Sell
38,303
-18,307
-32% -$5.87M 1.21% 10
2021
Q1 		$15.9M Buy
56,610
+31,261
+123% +$8.42M 1.64% 10
2020
Q4 		$7M Buy
25,349
+10,027
+65% +$2.75M 1.99% 11
2020
Q3 		$3.72M Sell
15,322
-18,384
-55% -$4.74M 0.51% 44
2020
Q2 		$7.11M Sell
33,706
-10,835
-24% -$2.26M 0.99% 23
2020
Q1 		$8.18M Buy
44,541
+14,455
+48% +$2.83M 1.34% 15
2019
Q4 		$6.01M Sell
30,086
-1,687
-5% -$327K 0.84% 23
2019
Q3 		$6.03M Buy
31,773
+10,418
+49% +$1.98M 0.9% 22
2019
Q2 		$4.17M Buy
21,355
+16,755
+364% +$3.06M 0.63% 30
2019
Q1 		$767K Buy
4,600
+327
+8% +$52K 0.12% 143
2018
Q4 		$560K Sell
4,273
-8,510
-67% -$1.23M 0.1% 166
2018
Q3 		$2.36M Buy
12,783
+5,512
+76% +$998K 0.38% 47
2018
Q2 		$1.38M Buy
7,271
+2,668
+58% +$482K 0.24% 90
2018
Q1 		$759K Buy
4,603
+1,617
+54% +$290K 0.19% 103
2017
Q4 		$527K Buy
2,986
+226
+8% +$39.9K 0.12% 169
2017
Q3 		$472K Sell
2,760
-60
-2% -$10K 0.12% 171
2017
Q2 		$426K Buy
2,820
+373
+15% +$55.5K 0.11% 187
2017
Q1 		$348K Buy
+2,447
New +$327K 0.1% 205

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wintrust Investments's META Position: Q4 2024 in Review

Wintrust Investments reduced its Meta Platforms (Facebook) (META) stake by 1.9% in Q4 2024, selling an estimated $15.8K and leaving 1,389 shares worth $813K. The position accounts for 0.72% of the portfolio, ranked #28.

Wintrust Investments first reported a position in META in Q1 2017 and has held it in 32 quarters since. The position peaked at $33.5M in Q4 2021. 4,642 funds tracked by Wall St. Rank hold META as of Q4 2024.

  • Wintrust Investments held 1,389 shares of Meta Platforms (Facebook) worth $813K as of Q4 2024.
  • Wintrust Investments sold 27 Meta Platforms (Facebook) shares in Q4 2024, an estimated $15.8K.
  • Meta Platforms (Facebook) made up 0.72% of Wintrust Investments's portfolio in Q4 2024, its #28 holding.
  • Wintrust Investments first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 32 quarters since.
  • Wintrust Investments's Meta Platforms (Facebook) position peaked at $33.5M in Q4 2021.
  • 4,642 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.