Atlas Private Wealth Management’s 3M MMM Stock Holding History

Atlas Private 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
2023 Q2	–	Sell	-3,215	Closed	-$283K	–	121
2023 Q1	$283K	Sell	3,215 -119	-4%	-$11.2K	0.17%	100
2022 Q4	$334K	Sell	3,334 -90	-3%	-$9.18K	0.15%	98
2022 Q3	$316K	Hold	3,424	–	–	0.23%	94
2022 Q2	$370K	Hold	3,424	–	–	0.25%	92
2022 Q1	$426K	Buy	3,424 +439	+15%	+$58.4K	0.25%	98
2021 Q4	$443K	Buy	+2,985	New	+$445K	0.25%	98
2021 Q2	–	Sell	-593	Closed	-$96K	–	269
2021 Q1	$96K	Hold	593	–	–	0.06%	152
2020 Q4	$87K	Hold	593	–	–	0.06%	158
2020 Q3	$79K	Sell	593 -207	-26%	-$27.8K	0.06%	157
2020 Q2	$104K	Sell	800 -2,140	-73%	-$270K	0.08%	150
2020 Q1	$336K	Sell	2,940 -200	-6%	-$26.3K	0.31%	81
2019 Q4	$463K	Buy	+3,140	New	+$440K	0.36%	82

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Management's MMM Position: Q2 2023 in Review

Atlas Private Wealth Management sold out of 3M (MMM) in Q2 2023, closing a stake of 3,215 shares — an estimated $283K sold.

Atlas Private Wealth Management first reported a position in MMM in Q4 2019 and held it in 12 quarters. The position peaked at $463K in Q4 2019. 1,878 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

Atlas Private Wealth Management reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
Atlas Private Wealth Management sold 3,215 3M shares in Q2 2023, an estimated $283K.
Atlas Private Wealth Management first reported a position in 3M in Q4 2019 and held it in 12 quarters.
Atlas Private Wealth Management's 3M position peaked at $463K in Q4 2019.
1,878 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Atlas Private Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.