BerganKDV Wealth Management’s MetLife MET Stock Holding History

BerganKDV 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
2023 Q2	$8.31K	Sell	147 -169	-53%	-$9.38K	﹤0.01%	570
2023 Q1	$18.3K	Buy	316 +98	+45%	+$6.61K	﹤0.01%	529
2022 Q4	$15.8K	Hold	218	–	–	﹤0.01%	520
2022 Q3	$13K	Buy	218 +1	+0.5%	+$64	﹤0.01%	541
2022 Q2	$14K	Buy	217 +1	+0.5%	+$66	﹤0.01%	535
2022 Q1	$15K	Hold	216	–	–	﹤0.01%	551
2021 Q4	$13K	Buy	216 +1	+0.5%	+$63	﹤0.01%	619
2021 Q3	$13K	Hold	215	–	–	﹤0.01%	596
2021 Q2	$13K	Buy	215 +1	+0.5%	+$63	﹤0.01%	568
2021 Q1	$13K	Hold	214	–	–	﹤0.01%	545
2020 Q4	$10K	Sell	214 -4	-2%	-$173	﹤0.01%	570
2020 Q3	$8K	Hold	218	–	–	﹤0.01%	531
2020 Q2	$8K	Buy	218 +23	+12%	+$801	﹤0.01%	568
2020 Q1	$6K	Buy	195 +113	+138%	+$5.01K	﹤0.01%	561
2019 Q4	$4K	Buy	82 +44	+116%	+$2.12K	﹤0.01%	666
2019 Q3	$2K	Hold	38	–	–	﹤0.01%	637
2019 Q2	$2K	Buy	+38	New	+$1.79K	﹤0.01%	675

Other funds holding MET

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

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

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

T. Rowe Price Associates

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

Wellington Management Group

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

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