Legacy Financial Advisors’s MetLife MET Stock Holding History

Legacy Financial 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	-2,602	Closed	-$215K	–	362
2024 Q3	$215K	Buy	+2,602	New	+$194K	0.04%	331
2023 Q1	–	Sell	-3,038	Closed	-$220K	–	261
2022 Q4	$220K	Buy	+3,038	New	+$218K	0.05%	219
2020 Q1	–	Sell	-4,408	Closed	-$225K	–	99
2019 Q4	$225K	Sell	4,408 -190	-4%	-$9.17K	0.07%	107
2019 Q3	$217K	Buy	+4,598	New	+$219K	0.07%	109
2019 Q2	–	Sell	-3,568	Closed	-$152K	–	594
2019 Q1	$152K	Buy	3,568 +773	+28%	+$34.2K	0.05%	122
2018 Q4	$115K	Sell	2,795 -2,696	-49%	-$116K	0.04%	137
2018 Q3	$256K	Buy	5,491 +1,496	+37%	+$68.4K	0.09%	90
2018 Q2	$177K	Buy	3,995 +2,255	+130%	+$105K	0.07%	116
2018 Q1	$80K	Sell	1,740 -190	-10%	-$9.22K	0.03%	190
2017 Q4	$97K	Buy	+1,930	New	+$102K	0.04%	179

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