Avantax Planning Partners’s MetLife MET Stock Holding History

Avantax Planning Partners’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
2024 Q3	–	Sell	-3,363	Closed	-$236K	–	468
2024 Q2	$236K	Sell	3,363 -311	-8%	-$22.2K	0.01%	405
2024 Q1	$272K	Buy	+3,674	New	+$256K	0.01%	379
2018 Q4	–	Sell	-2,676	Closed	-$125K	–	833
2018 Q3	$125K	Buy	+2,676	New	+$122K	0.01%	302
2018 Q2	–	Sell	-2,712	Closed	-$124K	–	964
2018 Q1	$124K	Buy	+2,712	New	+$132K	0.01%	371
2017 Q4	–	Sell	-6,242	Closed	-$324K	–	337
2017 Q3	$324K	Sell	6,242 -762	-11%	-$37.1K	0.03%	259
2017 Q2	$343K	Buy	7,004 +117	+2%	+$5.43K	0.03%	234
2017 Q1	$324K	Sell	6,887 -1,096	-14%	-$52.3K	0.03%	231
2016 Q4	$383K	Buy	+7,983	New	+$366K	0.04%	198

Other funds holding MET

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Avantax Planning Partners's MET Position: Q3 2024 in Review

Avantax Planning Partners sold out of MetLife (MET) in Q3 2024, closing a stake of 3,363 shares — an estimated $236K sold.

Avantax Planning Partners first reported a position in MET in Q4 2016 and held it in 8 quarters. The position peaked at $383K in Q4 2016. 1,318 funds tracked by Wall St. Rank hold MET as of Q3 2024.

Avantax Planning Partners reported no remaining MetLife position as of Q3 2024 after selling out during the quarter.
Avantax Planning Partners sold 3,363 MetLife shares in Q3 2024, an estimated $236K.
Avantax Planning Partners first reported a position in MetLife in Q4 2016 and held it in 8 quarters.
Avantax Planning Partners's MetLife position peaked at $383K in Q4 2016.
1,318 funds tracked by Wall St. Rank held MetLife as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.