WI
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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
2017
Q1 		– Sell
-600
Closed -$42K – 301
2016
Q4 		$42K Buy
+600
New +$73.7K 0.02% 217

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.