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Legacy Wealth Partners (California)’s MetLife MET Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		– Sell
-5,511
Closed -$335K – 99
2021
Q1 		$335K Sell
5,511
-1,177
-18% -$65K 0.2% 67
2020
Q4 		$314K Buy
+6,688
New +$290K 0.2% 79

Other funds holding MET

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Partners (California)'s MET Position: Q2 2021 in Review

Legacy Wealth Partners (California) sold out of MetLife (MET) in Q2 2021, closing a stake of 5,511 shares — an estimated $335K sold.

Legacy Wealth Partners (California) first reported a position in MET in Q4 2020 and held it in 2 quarters. The position peaked at $335K in Q1 2021. 1,120 funds tracked by Wall St. Rank hold MET as of Q2 2021.

  • Legacy Wealth Partners (California) reported no remaining MetLife position as of Q2 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 5,511 MetLife shares in Q2 2021, an estimated $335K.
  • Legacy Wealth Partners (California) first reported a position in MetLife in Q4 2020 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s MetLife position peaked at $335K in Q1 2021.
  • 1,120 funds tracked by Wall St. Rank held MetLife as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.