Icon Wealth Partners’s MetLife MET Stock Holding History

Icon Wealth Partners’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	-15,241	Closed	-$557K	–	298
2020 Q2	$557K	Buy	+15,241	New	+$531K	0.13%	119
2019 Q2	–	Sell	-570	Closed	-$24K	–	532
2019 Q1	$24K	Buy	+570	New	+$25.2K	0.01%	507
2018 Q3	–	Sell	-1,741	Closed	-$76K	–	550
2018 Q2	$76K	Sell	1,741 -712	-29%	-$33.2K	0.03%	294
2018 Q1	$113K	Sell	2,453 -1,185	-33%	-$57.5K	0.06%	236
2017 Q4	$184K	Buy	+3,638	New	+$192K	0.09%	183

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 $3.37T AUM 44.26% 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

Icon Wealth Partners's MET Position: Q3 2020 in Review

Icon Wealth Partners sold out of MetLife (MET) in Q3 2020, closing a stake of 15,241 shares — an estimated $557K sold.

Icon Wealth Partners first reported a position in MET in Q4 2017 and held it in 5 quarters. The position peaked at $557K in Q2 2020. 961 funds tracked by Wall St. Rank hold MET as of Q3 2020.

Icon Wealth Partners reported no remaining MetLife position as of Q3 2020 after selling out during the quarter.
Icon Wealth Partners sold 15,241 MetLife shares in Q3 2020, an estimated $557K.
Icon Wealth Partners first reported a position in MetLife in Q4 2017 and held it in 5 quarters.
Icon Wealth Partners's MetLife position peaked at $557K in Q2 2020.
961 funds tracked by Wall St. Rank held MetLife as of Q3 2020.

Based on Icon Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.