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Polaris Wealth Advisory Group’s MetLife MET Stock Holding History

Polaris Wealth Advisory Group’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
Q3 		– Sell
-122,652
Closed -$4.36M – 173
2020
Q2 		$4.36M Buy
+122,652
New +$4.27M 0.34% 67
2019
Q3 		– Sell
-236,519
Closed -$11.9M – 171
2019
Q2 		$11.9M Buy
+236,519
New +$11.1M 0.91% 46

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's MET Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of MetLife (MET) in Q3 2020, closing a stake of 122,652 shares — an estimated $4.36M sold.

Polaris Wealth Advisory Group first reported a position in MET in Q2 2019 and held it in 2 quarters. The position peaked at $11.9M in Q2 2019. 961 funds tracked by Wall St. Rank hold MET as of Q3 2020.

  • Polaris Wealth Advisory Group reported no remaining MetLife position as of Q3 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 122,652 MetLife shares in Q3 2020, an estimated $4.36M.
  • Polaris Wealth Advisory Group first reported a position in MetLife in Q2 2019 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's MetLife position peaked at $11.9M in Q2 2019.
  • 961 funds tracked by Wall St. Rank held MetLife as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.