TW
MET icon

Transform Wealth’s MetLife MET Stock Holding History

Transform 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
2024
Q2 		– Sell
-4,160
Closed -$308K – 222
2024
Q1 		$308K Sell
4,160
-130,498
-97% -$9.1M 0.03% 183
2023
Q4 		$8.9M Sell
134,658
-26,386
-16% -$1.65M 0.87% 33
2023
Q3 		$10.1M Sell
161,044
-35,976
-18% -$2.24M 1.07% 24
2023
Q2 		$11.1M Sell
197,020
-17,429
-8% -$967K 1% 26
2023
Q1 		$12.4M Buy
214,449
+33,046
+18% +$2.23M 1.17% 28
2022
Q4 		$13.1M Buy
181,403
+32,776
+22% +$2.35M 1.47% 15
2022
Q3 		$9.03M Buy
148,627
+3,336
+2% +$213K 1.17% 20
2022
Q2 		$9.12M Buy
+145,291
New +$9.62M 1.36% 21
2018
Q1 		– Sell
-98,000
Closed -$4.95M – 249
2017
Q4 		$4.95M Buy
+98,000
New +$5.16M 0.91% 28

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Transform Wealth's MET Position: Q2 2024 in Review

Transform Wealth sold out of MetLife (MET) in Q2 2024, closing a stake of 4,160 shares — an estimated $308K sold.

Transform Wealth first reported a position in MET in Q4 2017 and held it in 9 quarters. The position peaked at $13.1M in Q4 2022. 1,298 funds tracked by Wall St. Rank hold MET as of Q2 2024.

  • Transform Wealth reported no remaining MetLife position as of Q2 2024 after selling out during the quarter.
  • Transform Wealth sold 4,160 MetLife shares in Q2 2024, an estimated $308K.
  • Transform Wealth first reported a position in MetLife in Q4 2017 and held it in 9 quarters.
  • Transform Wealth's MetLife position peaked at $13.1M in Q4 2022.
  • 1,298 funds tracked by Wall St. Rank held MetLife as of Q2 2024.

Based on Transform Wealth's 13F filing for Q2 2024, filed 15 Jul 2024.