Financial Synergies Wealth Advisors’s MetLife MET Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-589	Closed	-$43.7K	–	293
2024 Q1	$43.7K	Buy	589 +575	+4,107%	+$40.1K	0.01%	137
2023 Q4	$1.01K	Sell	14 -570	-98%	-$35.7K	﹤0.01%	323
2023 Q3	$36.7K	Buy	584 +3	+0.5%	+$187	0.01%	133
2023 Q2	$32.8K	Sell	581 -11	-2%	-$610	﹤0.01%	132
2023 Q1	$34.3K	Buy	592 +578	+4,129%	+$39K	0.01%	134
2022 Q4	$1.01K	Hold	14	–	–	﹤0.01%	323
2022 Q3	$851	Hold	14	–	–	﹤0.01%	319
2022 Q2	$880	Buy	+14	New	+$927	﹤0.01%	322

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Financial Synergies Wealth Advisors's MET Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of MetLife (MET) in Q2 2024, closing a stake of 589 shares — an estimated $43.7K sold.

Financial Synergies Wealth Advisors first reported a position in MET in Q2 2022 and held it in 8 quarters. The position peaked at $43.7K in Q1 2024. 1,295 funds tracked by Wall St. Rank hold MET as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining MetLife position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 589 MetLife shares in Q2 2024, an estimated $43.7K.
Financial Synergies Wealth Advisors first reported a position in MetLife in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's MetLife position peaked at $43.7K in Q1 2024.
1,295 funds tracked by Wall St. Rank held MetLife as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.