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Western Pacific Wealth Management’s MetLife MET Stock Holding History

Western Pacific Wealth 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
-661
Closed -$38.3K – 297
2023
Q1 		$38.3K Sell
661
-253
-28% -$17.1K 0.03% 157
2022
Q4 		$66.1K Buy
914
+330
+57% +$23.6K 0.06% 111
2022
Q3 		$35K Buy
+584
New +$37.3K 0.03% 128

Other funds holding MET

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Western Pacific Wealth Management's MET Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of MetLife (MET) in Q2 2023, closing a stake of 661 shares — an estimated $38.3K sold.

Western Pacific Wealth Management first reported a position in MET in Q3 2022 and held it in 3 quarters. The position peaked at $66.1K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold MET as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining MetLife position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 661 MetLife shares in Q2 2023, an estimated $38.3K.
  • Western Pacific Wealth Management first reported a position in MetLife in Q3 2022 and held it in 3 quarters.
  • Western Pacific Wealth Management's MetLife position peaked at $66.1K in Q4 2022.
  • 1,171 funds tracked by Wall St. Rank held MetLife as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.