Aevitas Wealth Management’s 3M MMM Stock Holding History

Aevitas Wealth Management’s Portfolio MMM Stock Details MMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$263K	Buy	2,623 +13	+0.5%	+$1.33K	0.16%	103
2022 Q3	$241K	Sell	2,610 -63	-2%	-$6.91K	0.18%	100
2022 Q2	$289K	Sell	2,673 -373	-12%	-$45.1K	0.2%	96
2022 Q1	$379K	Sell	3,046 -3,985	-57%	-$530K	0.23%	87
2021 Q4	$1.04M	Sell	7,031 -336	-5%	-$50.1K	0.62%	44
2021 Q3	$1.08M	Buy	7,367 +21	+0.3%	+$3.4K	0.69%	38
2021 Q2	$1.22M	Buy	7,346 +321	+5%	+$53.6K	0.78%	35
2021 Q1	$1.13M	Buy	7,025 +58	+0.8%	+$8.68K	0.79%	39
2020 Q4	$1.02M	Sell	6,967 -525	-7%	-$74.5K	0.75%	39
2020 Q3	$1M	Buy	7,492 +21	+0.3%	+$2.83K	0.83%	34
2020 Q2	$974K	Sell	7,471 -9	-0.1%	-$1.13K	0.9%	29
2020 Q1	$854K	Sell	7,480 -98	-1%	-$12.9K	0.96%	30
2019 Q4	$1.12M	Buy	7,578 +3,069	+68%	+$430K	1.05%	29
2019 Q3	$620K	Buy	4,509 +8	+0.2%	+$1.12K	0.62%	50
2019 Q2	$652K	Sell	4,501 -51	-1%	-$7.85K	0.66%	46
2019 Q1	$791K	Buy	4,552 +6	+0.1%	+$1.01K	0.7%	43
2018 Q4	$724K	Buy	4,546 +124	+3%	+$20.6K	0.74%	40
2018 Q3	$779K	Buy	4,422 +243	+6%	+$41.9K	0.71%	40
2018 Q2	$687K	Buy	4,179 +1,166	+39%	+$199K	0.67%	44
2018 Q1	$553K	Sell	3,013 -103	-3%	-$20.4K	0.55%	54
2017 Q4	$613K	Buy	+3,116	New	+$600K	0.58%	53

Other funds holding MMM

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Aevitas Wealth Management's MMM Position: Q4 2022 in Review

Aevitas Wealth Management increased its 3M (MMM) stake by 0.5% in Q4 2022, buying an estimated $1.33K and bringing the position to 2,623 shares worth $263K. The position accounts for 0.16% of the portfolio, ranked #103.

Aevitas Wealth Management first reported a position in MMM in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.22M in Q2 2021. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

Aevitas Wealth Management held 2,623 shares of 3M worth $263K as of Q4 2022.
Aevitas Wealth Management bought 13 3M shares in Q4 2022, an estimated $1.33K.
3M made up 0.16% of Aevitas Wealth Management's portfolio in Q4 2022, its #103 holding.
Aevitas Wealth Management first reported a position in 3M in Q4 2017 and has held it in 21 quarters since.
Aevitas Wealth Management's 3M position peaked at $1.22M in Q2 2021.
2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.