Dakota Wealth Management’s MetLife MET Stock Holding History

Dakota 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
2025 Q3	–	Sell	-5,958	Closed	-$479K	–	739
2025 Q2	$479K	Buy	5,958 +935	+19%	+$72.2K	0.01%	525
2025 Q1	$403K	Sell	5,023 -252	-5%	-$21K	0.01%	558
2024 Q4	$432K	Sell	5,275 -9	-0.2%	-$749	0.01%	538
2024 Q3	$436K	Sell	5,284 -54	-1%	-$4.03K	0.01%	527
2024 Q2	$375K	Sell	5,338 -81	-1%	-$5.78K	0.01%	547
2024 Q1	$402K	Sell	5,419 -656	-11%	-$45.7K	0.01%	536
2023 Q4	$402K	Sell	6,075 -1,456	-19%	-$91.1K	0.02%	458
2023 Q3	$474K	Buy	7,531 +455	+6%	+$28.3K	0.02%	414
2023 Q2	$400K	Sell	7,076 -70,104	-91%	-$3.89M	0.02%	419
2023 Q1	$4.47M	Buy	77,180 +57,971	+302%	+$3.91M	0.3%	89
2022 Q4	$1.39M	Buy	19,209 +1,509	+9%	+$108K	0.1%	185
2022 Q3	$1.08M	Sell	17,700 -354	-2%	-$22.6K	0.09%	206
2022 Q2	$1.13M	Buy	18,054 +11,546	+177%	+$764K	0.1%	181
2022 Q1	$458K	Sell	6,508 -57	-0.9%	-$3.85K	0.04%	297
2021 Q4	$410K	Buy	+6,565	New	+$412K	0.04%	267
2018 Q4	–	Sell	-7,668	Closed	-$358K	–	292
2018 Q3	$358K	Sell	7,668 -20	-0.3%	-$914	0.08%	192
2018 Q2	$335K	Buy	+7,688	New	+$358K	0.09%	159

Other funds holding MET

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

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

Geode Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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