TrinityPoint Wealth’s MetLife MET Stock Holding History

TrinityPoint 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 Q4	$235K	Buy	2,871 +1	+0%	+$83	0.03%	298
2024 Q3	$237K	Buy	+2,870	New	+$214K	0.03%	296
2024 Q2	–	Sell	-2,809	Closed	-$208K	–	324
2024 Q1	$208K	Buy	+2,809	New	+$196K	0.03%	294
2020 Q1	–	Sell	-3,969	Closed	-$202K	–	207
2019 Q4	$202K	Buy	+3,969	New	+$192K	0.07%	206

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's MET Position: Q4 2024 in Review

TrinityPoint Wealth increased its MetLife (MET) stake by 0.03% in Q4 2024, buying an estimated $83 and bringing the position to 2,871 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #298.

TrinityPoint Wealth first reported a position in MET in Q4 2019 and has held it in 4 quarters since. The position peaked at $237K in Q3 2024. 1,401 funds tracked by Wall St. Rank hold MET as of Q4 2024.

TrinityPoint Wealth held 2,871 shares of MetLife worth $235K as of Q4 2024.
TrinityPoint Wealth bought 1 MetLife share in Q4 2024, an estimated $83.
MetLife made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #298 holding.
TrinityPoint Wealth first reported a position in MetLife in Q4 2019 and has held it in 4 quarters since.
TrinityPoint Wealth's MetLife position peaked at $237K in Q3 2024.
1,401 funds tracked by Wall St. Rank held MetLife as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.