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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BerganKDV Wealth Management's MET Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its MetLife (MET) stake by 53% in Q2 2023, selling an estimated $9.38K and leaving 147 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

BerganKDV Wealth Management first reported a position in MET in Q2 2019 and has held it in 17 quarters since. The position peaked at $18.3K in Q1 2023. 1,171 funds tracked by Wall St. Rank hold MET as of Q2 2023.

BerganKDV Wealth Management held 147 shares of MetLife worth $8.31K as of Q2 2023.
BerganKDV Wealth Management sold 169 MetLife shares in Q2 2023, an estimated $9.38K.
MetLife made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #570 holding.
BerganKDV Wealth Management first reported a position in MetLife in Q2 2019 and has held it in 17 quarters since.
BerganKDV Wealth Management's MetLife position peaked at $18.3K in Q1 2023.
1,171 funds tracked by Wall St. Rank held MetLife as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.