Cassia Capital Partners’s MetLife MET Stock Holding History

Cassia Capital 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
2023 Q2	–	Sell	-3,840	Closed	-$222K	–	75
2023 Q1	$222K	Sell	3,840 -66	-2%	-$4.45K	0.18%	69
2022 Q4	$283K	Buy	+3,906	New	+$280K	0.23%	57

Other funds holding MET

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassia Capital Partners's MET Position: Q2 2023 in Review

Cassia Capital Partners sold out of MetLife (MET) in Q2 2023, closing a stake of 3,840 shares — an estimated $222K sold.

Cassia Capital Partners first reported a position in MET in Q4 2022 and held it in 2 quarters. The position peaked at $283K in Q4 2022. 1,170 funds tracked by Wall St. Rank hold MET as of Q2 2023.

Cassia Capital Partners reported no remaining MetLife position as of Q2 2023 after selling out during the quarter.
Cassia Capital Partners sold 3,840 MetLife shares in Q2 2023, an estimated $222K.
Cassia Capital Partners first reported a position in MetLife in Q4 2022 and held it in 2 quarters.
Cassia Capital Partners's MetLife position peaked at $283K in Q4 2022.
1,170 funds tracked by Wall St. Rank held MetLife as of Q2 2023.

Based on Cassia Capital Partners's 13F filing for Q2 2023, filed 20 Jul 2023.