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WESPAC Advisors SoCal’s MetLife MET Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Sell
-51,880
Closed -$3.26M – 102
2023
Q3 		$3.26M Buy
51,880
+330
+0.6% +$20.6K 1.1% 34
2023
Q2 		$2.91M Sell
51,550
-190
-0.4% -$10.5K 1% 34
2023
Q1 		$3M Buy
51,740
+180
+0.3% +$12.1K 1.03% 34
2022
Q4 		$3.73M Buy
+51,560
New +$3.69M 1.39% 28
2017
Q1 		– Sell
-356
Closed -$17.1K – 256
2016
Q4 		$17.1K Buy
356
+3
+0.8% +$138 0.01% 160
2016
Q3 		$14K Sell
353
-1,518
-81% -$57.1K 0.01% 171
2016
Q2 		$66.4K Buy
1,871
+17
+0.9% +$663 0.04% 110
2016
Q1 		$72.6K Buy
+1,854
New +$69.3K 0.05% 103

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

WESPAC Advisors SoCal's MET Position: Q4 2023 in Review

WESPAC Advisors SoCal sold out of MetLife (MET) in Q4 2023, closing a stake of 51,880 shares — an estimated $3.26M sold.

WESPAC Advisors SoCal first reported a position in MET in Q1 2016 and held it in 8 quarters. The position peaked at $3.73M in Q4 2022. 1,262 funds tracked by Wall St. Rank hold MET as of Q4 2023.

  • WESPAC Advisors SoCal reported no remaining MetLife position as of Q4 2023 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 51,880 MetLife shares in Q4 2023, an estimated $3.26M.
  • WESPAC Advisors SoCal first reported a position in MetLife in Q1 2016 and held it in 8 quarters.
  • WESPAC Advisors SoCal's MetLife position peaked at $3.73M in Q4 2022.
  • 1,262 funds tracked by Wall St. Rank held MetLife as of Q4 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2023, filed 25 Jan 2024.