Delap Wealth Advisory’s MetLife MET Stock Holding History

Delap Wealth Advisory’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
2024 Q2	–	Sell	-2,777	Closed	-$206K	–	224
2024 Q1	$206K	Buy	+2,777	New	+$194K	0.08%	239

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

Delap Wealth Advisory's MET Position: Q2 2024 in Review

Delap Wealth Advisory sold out of MetLife (MET) in Q2 2024, closing a stake of 2,777 shares — an estimated $206K sold.

Delap Wealth Advisory first reported a position in MET in Q1 2024 and held it in 1 quarter. The position peaked at $206K in Q1 2024. 1,298 funds tracked by Wall St. Rank hold MET as of Q2 2024.

Delap Wealth Advisory reported no remaining MetLife position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 2,777 MetLife shares in Q2 2024, an estimated $206K.
Delap Wealth Advisory first reported a position in MetLife in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's MetLife position peaked at $206K in Q1 2024.
1,298 funds tracked by Wall St. Rank held MetLife as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.