Heritage Wealth Management (Arizona)’s MetLife MET Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$60.5K	Buy	836 +471	+129%	+$33.7K	0.01%	473
2022 Q3	$22K	Buy	365 +16	+5%	+$1.02K	0.01%	513
2022 Q2	$21.9K	Sell	349 -54	-13%	-$3.58K	0.01%	532
2022 Q1	$28K	Buy	+403	New	+$27.2K	0.01%	549
2021 Q3	$22K	Sell	349 -38	-10%	-$2.29K	0.01%	544
2021 Q2	$23K	Sell	387 -35,031	-99%	-$2.22M	0.01%	545
2021 Q1	$64K	Buy	+35,418	New	+$1.95M	0.04%	326

Other funds holding MET

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Heritage Wealth Management (Arizona)'s MET Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its MetLife (MET) stake by 129% in Q4 2022, buying an estimated $33.7K and bringing the position to 836 shares worth $60.5K. The position accounts for 0.01% of the portfolio, ranked #473.

Heritage Wealth Management (Arizona) first reported a position in MET in Q1 2021 and has held it in 7 quarters since. The position peaked at $64K in Q1 2021. 1,314 funds tracked by Wall St. Rank hold MET as of Q4 2022.

Heritage Wealth Management (Arizona) held 836 shares of MetLife worth $60.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 471 MetLife shares in Q4 2022, an estimated $33.7K.
MetLife made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #473 holding.
Heritage Wealth Management (Arizona) first reported a position in MetLife in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s MetLife position peaked at $64K in Q1 2021.
1,314 funds tracked by Wall St. Rank held MetLife as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.