Ameliora Wealth Management’s MetLife MET Stock Holding History

Ameliora Wealth Management’s Portfolio MET Stock Details MET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,937	Closed	-$638K	–	231
2025 Q2	$638K	Sell	7,937 -194	-2%	-$15K	0.23%	58
2025 Q1	$653K	Sell	8,131 -466	-5%	-$38.8K	0.25%	53
2024 Q4	$704K	Buy	8,597 +49	+0.6%	+$4.08K	0.26%	49
2024 Q3	$705K	Buy	8,548 +139	+2%	+$10.4K	0.29%	43
2024 Q2	$590K	Sell	8,409 -4,432	-35%	-$316K	0.27%	53
2024 Q1	$952K	Hold	12,841	–	–	0.43%	46
2023 Q4	$849K	Buy	12,841 +3,313	+35%	+$207K	0.42%	44
2023 Q3	$599K	Hold	9,528	–	–	0.36%	44
2023 Q2	$539K	Buy	9,528 +5,247	+123%	+$291K	0.33%	52
2023 Q1	$248K	Buy	4,281 +4,031	+1,612%	+$272K	0.14%	82
2022 Q4	$18.1K	Buy	+250	New	+$17.9K	0.01%	192

Other funds holding MET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return