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WealthPLAN Partners’s MetLife MET Stock Holding History

WealthPLAN Partners’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
-359
Closed -$20.3K – 797
2023
Q2 		$20.3K Sell
359
-333
-48% -$18.5K ﹤0.01% 673
2023
Q1 		$40.1K Buy
+692
New +$46.7K ﹤0.01% 600
2017
Q2 		– Sell
-151
Closed -$7.01K – 331
2017
Q1 		$7.01K Buy
+151
New +$7.2K 0.02% 312
2016
Q3 		$35.3K Buy
883
+498
+129% +$18.7K 0.01% 390
2016
Q2 		$12K Buy
+385
New +$15K ﹤0.01% 1664
2015
Q4 		$14.5K Buy
+1,010
New +$44.4K ﹤0.01% 1031
2015
Q2 		– Sell
-35
Closed -$2K – 481
2015
Q1 		$2K Buy
+35
New +$1.57K ﹤0.01% 492

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's MET Position: Q3 2023 in Review

WealthPLAN Partners sold out of MetLife (MET) in Q3 2023, closing a stake of 359 shares — an estimated $20.3K sold.

WealthPLAN Partners first reported a position in MET in Q1 2015 and held it in 7 quarters. The position peaked at $40.1K in Q1 2023. 1,182 funds tracked by Wall St. Rank hold MET as of Q3 2023.

  • WealthPLAN Partners reported no remaining MetLife position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 359 MetLife shares in Q3 2023, an estimated $20.3K.
  • WealthPLAN Partners first reported a position in MetLife in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's MetLife position peaked at $40.1K in Q1 2023.
  • 1,182 funds tracked by Wall St. Rank held MetLife as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.