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Wealthspire Advisors (Maryland)’s MetLife MET Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$227K Buy
6,118
+224
+4% +$8.5K 0.01% 419
2020
Q2 		$215K Sell
5,894
-972
-14% -$33.8K 0.02% 405
2020
Q1 		$210K Sell
6,866
-305
-4% -$13.5K 0.02% 376
2019
Q4 		$365K Sell
7,171
-675
-9% -$32.6K 0.02% 332
2019
Q3 		$370K Sell
7,846
-51
-0.6% -$2.43K 0.03% 309
2019
Q2 		$392K Buy
7,897
+660
+9% +$31K 0.03% 296
2019
Q1 		$308K Sell
7,237
-739
-9% -$32.7K 0.02% 351
2018
Q4 		$328K Buy
7,976
+1,761
+28% +$75.6K 0.03% 305
2018
Q3 		$290K Buy
6,215
+375
+6% +$17.1K 0.02% 370
2018
Q2 		$255K Buy
5,840
+465
+9% +$21.7K 0.02% 399
2018
Q1 		$247K Buy
5,375
+40
+0.7% +$1.94K 0.02% 407
2017
Q4 		$270K Sell
5,335
-18
-0.3% -$948 0.03% 399
2017
Q3 		$278K Sell
5,353
-824
-13% -$40.1K 0.03% 377
2017
Q2 		$302K Buy
6,177
+43
+0.7% +$2K 0.04% 341
2017
Q1 		$289K Sell
6,134
-220
-3% -$10.5K 0.04% 294
2016
Q4 		$305K Buy
6,354
+748
+13% +$34.3K 0.05% 270
2016
Q3 		$222K Sell
5,606
-306
-5% -$11.5K 0.03% 349
2016
Q2 		$210K Buy
5,912
+856
+17% +$33.4K 0.04% 353
2016
Q1 		$198K Sell
5,056
-1,741
-26% -$65.1K 0.03% 361
2015
Q4 		$292K Buy
+6,797
New +$299K 0.05% 261

Other funds holding MET

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MET Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its MetLife (MET) stake by 3.8% in Q3 2020, buying an estimated $8.5K and bringing the position to 6,118 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #419.

Wealthspire Advisors (Maryland) first reported a position in MET in Q4 2015 and has held it in 20 quarters since. The position peaked at $392K in Q2 2019. 961 funds tracked by Wall St. Rank hold MET as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,118 shares of MetLife worth $227K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 224 MetLife shares in Q3 2020, an estimated $8.5K.
  • MetLife made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #419 holding.
  • Wealthspire Advisors (Maryland) first reported a position in MetLife in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s MetLife position peaked at $392K in Q2 2019.
  • 961 funds tracked by Wall St. Rank held MetLife as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.