Castle Wealth Management’s MetLife MET Stock Holding History

Castle 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
2022 Q4	–	Sell	-15	Closed	-$1K	–	406
2022 Q3	$1K	Buy	15 +3	+25%	+$192	﹤0.01%	630
2022 Q2	$1K	Buy	+12	New	+$794	﹤0.01%	628

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 $3.37T AUM 44.26% 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

Castle Wealth Management's MET Position: Q4 2022 in Review

Castle Wealth Management sold out of MetLife (MET) in Q4 2022, closing a stake of 15 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in MET in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 1,314 funds tracked by Wall St. Rank hold MET as of Q4 2022.

Castle Wealth Management reported no remaining MetLife position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 15 MetLife shares in Q4 2022, an estimated $1K.
Castle Wealth Management first reported a position in MetLife in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's MetLife position peaked at $1K in Q3 2022.
1,314 funds tracked by Wall St. Rank held MetLife as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.