Sonoma Private Wealth’s MetLife MET Stock Holding History

Sonoma Private Wealth’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 Q3	–	Sell	-9,626	Closed	-$544K	–	79
2023 Q2	$544K	Buy	9,626 +2,814	+41%	+$156K	0.95%	45
2023 Q1	$395K	Buy	+6,812	New	+$460K	0.78%	50

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 $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sonoma Private Wealth's MET Position: Q3 2023 in Review

Sonoma Private Wealth sold out of MetLife (MET) in Q3 2023, closing a stake of 9,626 shares — an estimated $544K sold.

Sonoma Private Wealth first reported a position in MET in Q1 2023 and held it in 2 quarters. The position peaked at $544K in Q2 2023. 1,180 funds tracked by Wall St. Rank hold MET as of Q3 2023.

Sonoma Private Wealth reported no remaining MetLife position as of Q3 2023 after selling out during the quarter.
Sonoma Private Wealth sold 9,626 MetLife shares in Q3 2023, an estimated $544K.
Sonoma Private Wealth first reported a position in MetLife in Q1 2023 and held it in 2 quarters.
Sonoma Private Wealth's MetLife position peaked at $544K in Q2 2023.
1,180 funds tracked by Wall St. Rank held MetLife as of Q3 2023.

Based on Sonoma Private Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.