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Clarus Wealth Advisors’s MetLife MET Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-508
Closed -$25K – 401
2019
Q2 		$25K Sell
508
-206
-29% -$9.68K 0.02% 341
2019
Q1 		$30K Sell
714
-57
-7% -$2.52K 0.02% 361
2018
Q4 		$32K Sell
771
-71
-8% -$3.05K 0.05% 325
2018
Q3 		$39K Sell
842
-21
-2% -$960 0.03% 333
2018
Q2 		$40K Buy
+863
New +$40.2K 0.03% 320

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clarus Wealth Advisors's MET Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of MetLife (MET) in Q3 2019, closing a stake of 508 shares — an estimated $25K sold.

Clarus Wealth Advisors first reported a position in MET in Q2 2018 and held it in 5 quarters. The position peaked at $40K in Q2 2018. 1,043 funds tracked by Wall St. Rank hold MET as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining MetLife position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 508 MetLife shares in Q3 2019, an estimated $25K.
  • Clarus Wealth Advisors first reported a position in MetLife in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's MetLife position peaked at $40K in Q2 2018.
  • 1,043 funds tracked by Wall St. Rank held MetLife as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.