OneAscent Wealth Management’s MetLife MET Stock Holding History

OneAscent 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
2023 Q1	–	Sell	-3,313	Closed	-$240K	–	187
2022 Q4	$240K	Sell	3,313 -3,071	-48%	-$220K	0.11%	139
2022 Q3	$388K	Buy	6,384 +11	+0.2%	+$703	0.2%	60
2022 Q2	$400K	Sell	6,373 -260	-4%	-$17.2K	0.2%	76
2022 Q1	$466K	Buy	+6,633	New	+$448K	0.23%	85
2021 Q4	–	Sell	-10,583	Closed	-$653K	–	109
2021 Q3	$653K	Buy	+10,583	New	+$637K	0.74%	19
2021 Q1	$1.09M	Sell	17,978 -4,154	-19%	-$229K	0.47%	38
2020 Q4	$1.04M	Buy	+22,132	New	+$959K	0.47%	38

Other funds holding MET

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

OneAscent Wealth Management's MET Position: Q1 2023 in Review

OneAscent Wealth Management sold out of MetLife (MET) in Q1 2023, closing a stake of 3,313 shares — an estimated $240K sold.

OneAscent Wealth Management first reported a position in MET in Q4 2020 and held it in 7 quarters. The position peaked at $1.09M in Q1 2021. 1,213 funds tracked by Wall St. Rank hold MET as of Q1 2023.

OneAscent Wealth Management reported no remaining MetLife position as of Q1 2023 after selling out during the quarter.
OneAscent Wealth Management sold 3,313 MetLife shares in Q1 2023, an estimated $240K.
OneAscent Wealth Management first reported a position in MetLife in Q4 2020 and held it in 7 quarters.
OneAscent Wealth Management's MetLife position peaked at $1.09M in Q1 2021.
1,213 funds tracked by Wall St. Rank held MetLife as of Q1 2023.

Based on OneAscent Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.