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Independent Solutions Wealth Management’s MetLife MET Stock Holding History

Independent Solutions Wealth Management’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
Q1 		– Sell
-15,365
Closed -$783K – 139
2019
Q4 		$783K Buy
+15,365
New +$742K 0.35% 55

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Dodge & Cox
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Fidelity Investments
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Solutions Wealth Management's MET Position: Q1 2020 in Review

Independent Solutions Wealth Management sold out of MetLife (MET) in Q1 2020, closing a stake of 15,365 shares — an estimated $783K sold.

Independent Solutions Wealth Management first reported a position in MET in Q4 2019 and held it in 1 quarter. The position peaked at $783K in Q4 2019. 962 funds tracked by Wall St. Rank hold MET as of Q1 2020.

  • Independent Solutions Wealth Management reported no remaining MetLife position as of Q1 2020 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 15,365 MetLife shares in Q1 2020, an estimated $783K.
  • Independent Solutions Wealth Management first reported a position in MetLife in Q4 2019 and held it in 1 quarter.
  • Independent Solutions Wealth Management's MetLife position peaked at $783K in Q4 2019.
  • 962 funds tracked by Wall St. Rank held MetLife as of Q1 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2020, filed 19 Dec 2024.