IBEX Wealth Advisors’s MetLife MET Stock Holding History

IBEX 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 Q4	–	Sell	-26,039	Closed	-$4.91M	–	220
2024 Q3	$4.91M	Buy	26,039 +25,231	+3,123%	+$1.88M	1.34%	29
2024 Q2	$56.7K	Buy	+808	New	+$57.7K	0.01%	157
2024 Q1	–	Sell	-4	Closed	-$265	–	137
2023 Q4	$265	Sell	4 -5,446	-100%	-$341K	0.06%	100
2023 Q3	$343K	Buy	+5,450	New	+$339K	0.09%	94
2021 Q4	–	Sell	-725	Closed	-$45K	–	339
2021 Q3	$45K	Buy	+725	New	+$43.6K	0.01%	279
2019 Q3	–	Sell	-1,100	Closed	-$54K	–	265
2019 Q2	$54K	Buy	+1,100	New	+$51.7K	0.02%	213
2018 Q1	–	Sell	-69,320	Closed	-$3.6M	–	106
2017 Q4	$3.6M	Buy	+69,320	New	+$3.65M	1.6%	27
2017 Q1	–	Sell	-312	Closed	-$15K	–	254
2016 Q4	$15K	Buy	+312	New	+$14.3K	0.01%	250

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 $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

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

Wellington Management Group

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM