FRG Family Wealth Advisors’s MetLife MET Stock Holding History

FRG Family 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	-93	Closed	-$6.61K	–	266
2024 Q1	$6.61K	Buy	+93	New	+$6.48K	﹤0.01%	287
2018 Q1	–	Sell	-78,656	Closed	-$3.98M	–	151
2017 Q4	$3.98M	Buy	78,656 +2,215	+3%	+$117K	1.28%	20
2017 Q3	$3.97M	Sell	76,441 -6,672	-8%	-$325K	1.37%	17
2017 Q2	$4.07M	Buy	83,113 +5,710	+7%	+$265K	1.5%	18
2017 Q1	$3.67M	Buy	77,403 +2,442	+3%	+$116K	1.43%	18
2016 Q4	$3.6M	Buy	74,961 +7,972	+12%	+$366K	1.51%	16
2016 Q3	$2.65M	Buy	66,989 +10,283	+18%	+$387K	1.19%	25
2016 Q2	$2.01M	Buy	56,706 +2,351	+4%	+$91.7K	0.91%	36
2016 Q1	$2.17M	Buy	54,355 +1,259	+2%	+$47.1K	1.05%	29
2015 Q4	$2.28M	Buy	+53,096	New	+$2.33M	1.11%	29

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

FRG Family Wealth Advisors's MET Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of MetLife (MET) in Q2 2024, closing a stake of 93 shares — an estimated $6.61K sold.

FRG Family Wealth Advisors first reported a position in MET in Q4 2015 and held it in 10 quarters. The position peaked at $4.07M in Q2 2017. 1,296 funds tracked by Wall St. Rank hold MET as of Q2 2024.

FRG Family Wealth Advisors reported no remaining MetLife position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 93 MetLife shares in Q2 2024, an estimated $6.61K.
FRG Family Wealth Advisors first reported a position in MetLife in Q4 2015 and held it in 10 quarters.
FRG Family Wealth Advisors's MetLife position peaked at $4.07M in Q2 2017.
1,296 funds tracked by Wall St. Rank held MetLife as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.