Capital Planning Advisors’s MetLife MET Stock Holding History

Capital Planning Advisors’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 Q1	–	Sell	-3,665	Closed	-$265K	–	126
2022 Q4	$265K	Hold	3,665	–	–	0.06%	105
2022 Q3	$223K	Buy	3,665 +133	+4%	+$8.5K	0.06%	114
2022 Q2	$222K	Buy	3,532 +93	+3%	+$6.16K	0.06%	120
2022 Q1	$242K	Buy	3,439 +151	+5%	+$10.2K	0.05%	145
2021 Q4	$205K	Hold	3,288	–	–	0.04%	157
2021 Q3	$203K	Buy	+3,288	New	+$198K	0.04%	144

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

Capital Planning Advisors's MET Position: Q1 2023 in Review

Capital Planning Advisors sold out of MetLife (MET) in Q1 2023, closing a stake of 3,665 shares — an estimated $265K sold.

Capital Planning Advisors first reported a position in MET in Q3 2021 and held it in 6 quarters. The position peaked at $265K in Q4 2022. 1,213 funds tracked by Wall St. Rank hold MET as of Q1 2023.

Capital Planning Advisors reported no remaining MetLife position as of Q1 2023 after selling out during the quarter.
Capital Planning Advisors sold 3,665 MetLife shares in Q1 2023, an estimated $265K.
Capital Planning Advisors first reported a position in MetLife in Q3 2021 and held it in 6 quarters.
Capital Planning Advisors's MetLife position peaked at $265K in Q4 2022.
1,213 funds tracked by Wall St. Rank held MetLife as of Q1 2023.

Based on Capital Planning Advisors's 13F filing for Q1 2023, filed 15 May 2023.