Williams Jones Wealth Management’s Metropolitan Bank Holding Corp MCB Stock Holding History

Williams Jones Wealth Management’s Portfolio MCB Stock Details MCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,900	Closed	-$229K	–	578
2022 Q4	$229K	Sell	3,900 -1,772	-31%	-$112K	﹤0.01%	485
2022 Q3	$365K	Hold	5,672	–	–	0.01%	414
2022 Q2	$394K	Hold	5,672	–	–	0.01%	404
2022 Q1	$577K	Hold	5,672	–	–	0.01%	328
2021 Q4	$604K	Sell	5,672 -425	-7%	-$40.4K	0.01%	306
2021 Q3	$514K	Hold	6,097	–	–	0.01%	318
2021 Q2	$367K	Hold	6,097	–	–	0.01%	371
2021 Q1	$307K	Buy	+6,097	New	+$282K	﹤0.01%	386

Other funds holding MCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Williams Jones Wealth Management's MCB Position: Q1 2023 in Review

Williams Jones Wealth Management sold out of Metropolitan Bank Holding Corp (MCB) in Q1 2023, closing a stake of 3,900 shares — an estimated $229K sold.

Williams Jones Wealth Management first reported a position in MCB in Q1 2021 and held it in 8 quarters. The position peaked at $604K in Q4 2021. 120 funds tracked by Wall St. Rank hold MCB as of Q1 2023.

Williams Jones Wealth Management reported no remaining Metropolitan Bank Holding Corp position as of Q1 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 3,900 Metropolitan Bank Holding Corp shares in Q1 2023, an estimated $229K.
Williams Jones Wealth Management first reported a position in Metropolitan Bank Holding Corp in Q1 2021 and held it in 8 quarters.
Williams Jones Wealth Management's Metropolitan Bank Holding Corp position peaked at $604K in Q4 2021.
120 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q1 2023.

Based on Williams Jones Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.