Certified Advisory Corp’s MetLife MET Stock Holding History

Certified Advisory Corp’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 Q4	–	Sell	-316	Closed	-$19.9K	–	299
2023 Q3	$19.9K	Buy	316 +2	+0.6%	+$125	﹤0.01%	269
2023 Q2	$17.8K	Sell	314 -20	-6%	-$1.11K	﹤0.01%	243
2023 Q1	$19.4K	Buy	+334	New	+$22.5K	﹤0.01%	257
2022 Q3	–	Sell	-46	Closed	-$3K	–	246
2022 Q2	$3K	Sell	46 -260	-85%	-$17.2K	﹤0.01%	206
2022 Q1	$21K	Buy	+306	New	+$20.7K	﹤0.01%	234
2021 Q4	–	Sell	-46	Closed	-$3K	–	244
2021 Q3	$3K	Buy	+46	New	+$2.77K	﹤0.01%	216
2021 Q2	–	Sell	-199	Closed	-$12K	–	518
2021 Q1	$12K	Buy	+199	New	+$11K	﹤0.01%	572
2020 Q2	$7K	Sell	196 -477	-71%	-$16.6K	﹤0.01%	602
2020 Q1	$20K	Buy	673 +1	+0.1%	+$44	0.01%	415
2019 Q4	$34K	Buy	672 +1	+0.1%	+$48	0.01%	373
2019 Q3	$31K	Sell	671 -299	-31%	-$14.3K	0.01%	392
2019 Q2	$48K	Buy	970 +1	+0.1%	+$47	0.02%	325
2019 Q1	$41K	Buy	969 +1	+0.1%	+$44	0.02%	321
2018 Q4	$40K	Hold	968	–	–	0.02%	310
2018 Q3	$45K	Sell	968 -996	-51%	-$45.5K	0.02%	312
2018 Q2	$86K	Buy	1,964 +2	+0.1%	+$93	0.05%	208
2018 Q1	$89K	Buy	1,962 +1,360	+226%	+$66K	0.05%	204
2017 Q4	$29K	Buy	+602	New	+$31.7K	0.02%	307

Other funds holding MET

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Certified Advisory Corp's MET Position: Q4 2023 in Review

Certified Advisory Corp sold out of MetLife (MET) in Q4 2023, closing a stake of 316 shares — an estimated $19.9K sold.

Certified Advisory Corp first reported a position in MET in Q4 2017 and held it in 18 quarters. The position peaked at $89K in Q1 2018. 1,262 funds tracked by Wall St. Rank hold MET as of Q4 2023.

Certified Advisory Corp reported no remaining MetLife position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 316 MetLife shares in Q4 2023, an estimated $19.9K.
Certified Advisory Corp first reported a position in MetLife in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's MetLife position peaked at $89K in Q1 2018.
1,262 funds tracked by Wall St. Rank held MetLife as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.