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Curi Wealth Management’s MetLife MET Stock Holding History

Curi 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
Q3 		– Sell
-175
Closed -$11K – 496
2022
Q2 		$11K Buy
175
+51
+41% +$3.38K ﹤0.01% 366
2022
Q1 		$8K Buy
124
+1
+0.8% +$68 ﹤0.01% 380
2021
Q4 		$7K Buy
+123
New +$7.72K ﹤0.01% 351
2021
Q1 		– Sell
-319
Closed -$14K – 329
2020
Q4 		$14K Buy
+319
New +$13.8K 0.01% 219

Other funds holding MET

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Curi Wealth Management's MET Position: Q3 2022 in Review

Curi Wealth Management sold out of MetLife (MET) in Q3 2022, closing a stake of 175 shares — an estimated $11K sold.

Curi Wealth Management first reported a position in MET in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q4 2020. 1,193 funds tracked by Wall St. Rank hold MET as of Q3 2022.

  • Curi Wealth Management reported no remaining MetLife position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 175 MetLife shares in Q3 2022, an estimated $11K.
  • Curi Wealth Management first reported a position in MetLife in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's MetLife position peaked at $14K in Q4 2020.
  • 1,193 funds tracked by Wall St. Rank held MetLife as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.