WIM
MET icon

WealthPlan Investment Management’s MetLife MET Stock Holding History

WealthPlan Investment 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
Q2 		– Sell
-883
Closed -$51.2K – 432
2023
Q1 		$51.2K Buy
+883
New +$59.6K 0.01% 243

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthPlan Investment Management's MET Position: Q2 2023 in Review

WealthPlan Investment Management sold out of MetLife (MET) in Q2 2023, closing a stake of 883 shares — an estimated $51.2K sold.

WealthPlan Investment Management first reported a position in MET in Q1 2023 and held it in 1 quarter. The position peaked at $51.2K in Q1 2023. 1,170 funds tracked by Wall St. Rank hold MET as of Q2 2023.

  • WealthPlan Investment Management reported no remaining MetLife position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 883 MetLife shares in Q2 2023, an estimated $51.2K.
  • WealthPlan Investment Management first reported a position in MetLife in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's MetLife position peaked at $51.2K in Q1 2023.
  • 1,170 funds tracked by Wall St. Rank held MetLife as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.