Wealthstreet Investment Advisors’s MetLife MET Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-4,912	Closed	-$299K	–	238
2021 Q1	$299K	Hold	4,912	–	–	0.03%	317
2020 Q4	$231K	Sell	4,912 -1,100	-18%	-$47.7K	0.02%	326
2020 Q3	$223K	Hold	6,012	–	–	0.02%	308
2020 Q2	$220K	Sell	6,012 -700	-10%	-$24.4K	0.03%	301
2020 Q1	$205K	Sell	6,712 -16,400	-71%	-$727K	0.03%	281
2019 Q4	$1.18M	Sell	23,112 -500	-2%	-$24.1K	0.14%	139
2019 Q3	$1.1M	Sell	23,612 -350	-1%	-$16.7K	0.14%	131
2019 Q2	$1.19M	Sell	23,962 -800	-3%	-$37.6K	0.15%	130
2019 Q1	$1.05M	Sell	24,762 -9,800	-28%	-$433K	0.14%	139
2018 Q4	$1.56M	Sell	34,562 -2,628	-7%	-$113K	0.22%	103
2018 Q3	$1.74M	Sell	37,190 -1,625	-4%	-$74.3K	0.21%	103
2018 Q2	$1.69M	Sell	38,815 -100	-0.3%	-$4.66K	0.22%	107
2018 Q1	$1.79M	Buy	38,915 +1,000	+3%	+$48.5K	0.22%	105
2017 Q4	$1.92M	Buy	+37,915	New	+$2M	0.23%	104

Other funds holding MET

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return