Dougherty Wealth Advisers’s MetLife MET Stock Holding History

Dougherty Wealth Advisers’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
2020 Q3	–	Sell	-1,011	Closed	-$37K	–	155
2020 Q2	$37K	Hold	1,011	–	–	0.14%	113
2020 Q1	$31K	Hold	1,011	–	–	0.12%	118
2019 Q4	$52K	Hold	1,011	–	–	0.16%	104
2019 Q3	$48K	Hold	1,011	–	–	0.16%	110
2019 Q2	$50K	Hold	1,011	–	–	0.14%	117
2019 Q1	$43K	Hold	1,011	–	–	0.15%	115
2018 Q4	$44K	Buy	+1,011	New	+$43.4K	0.14%	114

Other funds holding MET

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Dougherty Wealth Advisers's MET Position: Q3 2020 in Review

Dougherty Wealth Advisers sold out of MetLife (MET) in Q3 2020, closing a stake of 1,011 shares — an estimated $37K sold.

Dougherty Wealth Advisers first reported a position in MET in Q4 2018 and held it in 7 quarters. The position peaked at $52K in Q4 2019. 961 funds tracked by Wall St. Rank hold MET as of Q3 2020.

Dougherty Wealth Advisers reported no remaining MetLife position as of Q3 2020 after selling out during the quarter.
Dougherty Wealth Advisers sold 1,011 MetLife shares in Q3 2020, an estimated $37K.
Dougherty Wealth Advisers first reported a position in MetLife in Q4 2018 and held it in 7 quarters.
Dougherty Wealth Advisers's MetLife position peaked at $52K in Q4 2019.
961 funds tracked by Wall St. Rank held MetLife as of Q3 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2020, filed 2 Nov 2020.