Modera Wealth Management’s MetLife MET Stock Holding History

Modera 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
2025 Q1	–	Sell	-2,842	Closed	-$233K	–	629
2024 Q4	$233K	Buy	2,842 +172	+6%	+$14.3K	﹤0.01%	566
2024 Q3	$220K	Buy	+2,670	New	+$199K	﹤0.01%	563
2022 Q1	–	Sell	-5,141	Closed	-$322K	–	503
2021 Q4	$322K	Buy	+5,141	New	+$323K	0.01%	380

Other funds holding MET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Modera Wealth Management's MET Position: Q1 2025 in Review

Modera Wealth Management sold out of MetLife (MET) in Q1 2025, closing a stake of 2,842 shares — an estimated $233K sold.

Modera Wealth Management first reported a position in MET in Q4 2021 and held it in 3 quarters. The position peaked at $322K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold MET as of Q1 2025.

Modera Wealth Management reported no remaining MetLife position as of Q1 2025 after selling out during the quarter.
Modera Wealth Management sold 2,842 MetLife shares in Q1 2025, an estimated $233K.
Modera Wealth Management first reported a position in MetLife in Q4 2021 and held it in 3 quarters.
Modera Wealth Management's MetLife position peaked at $322K in Q4 2021.
1,411 funds tracked by Wall St. Rank held MetLife as of Q1 2025.

Based on Modera Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.