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BDO Wealth Advisors’s 3M MMM Stock Holding History

BDO Wealth Advisors’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 		$147K Buy
1,751
+1
+0.1% +$85 0.02% 293
2023
Q1 		$154K Sell
1,750
-38
-2% -$3.58K 0.02% 274
2022
Q4 		$179K Buy
1,788
+1
+0.1% +$102 0.02% 271
2022
Q3 		$165K Hold
1,787
– – 0.02% 268
2022
Q2 		$193K Hold
1,787
– – 0.02% 253
2022
Q1 		$222K Sell
1,787
-58
-3% -$7.71K 0.02% 256
2021
Q4 		$274K Buy
1,845
+124
+7% +$18.5K 0.03% 243
2021
Q3 		$253K Hold
1,721
– – 0.03% 251
2021
Q2 		$286K Sell
1,721
-40
-2% -$6.67K 0.03% 243
2021
Q1 		$284K Sell
1,761
-94
-5% -$14.1K 0.03% 239
2020
Q4 		$271K Buy
1,855
+72
+4% +$10.2K 0.04% 210
2020
Q3 		$239K Buy
1,783
+55
+3% +$7.4K 0.04% 200
2020
Q2 		$225K Sell
1,728
-24
-1% -$3.02K 0.04% 203
2020
Q1 		$200K Buy
1,752
+1,478
+539% +$194K 0.04% 205
2019
Q4 		$40K Sell
274
-135
-33% -$18.9K 0.01% 317
2019
Q3 		$56K Buy
409
+1
+0.2% +$140 0.01% 297
2019
Q2 		$59K Sell
408
-284
-41% -$43.7K 0.02% 289
2019
Q1 		$120K Buy
692
+62
+10% +$10.4K 0.03% 214
2018
Q4 		$100K Buy
630
+2
+0.3% +$332 0.03% 203
2018
Q3 		$111K Sell
628
-232
-27% -$40K 0.04% 210
2018
Q2 		$141K Buy
860
+8
+0.9% +$1.36K 0.05% 184
2018
Q1 		$156K Buy
852
+667
+361% +$132K 0.06% 143
2017
Q4 		$36K Buy
185
+113
+157% +$21.7K 0.02% 234
2017
Q3 		$13K Sell
72
-314
-81% -$54.4K 0.01% 291
2017
Q2 		$67K Buy
+386
New +$64.6K 0.03% 209

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's MMM Position: Q2 2023 in Review

BDO Wealth Advisors increased its 3M (MMM) stake by 0.06% in Q2 2023, buying an estimated $85 and bringing the position to 1,751 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #293.

BDO Wealth Advisors first reported a position in MMM in Q2 2017 and has held it in 25 quarters since. The position peaked at $286K in Q2 2021. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

  • BDO Wealth Advisors held 1,751 shares of 3M worth $147K as of Q2 2023.
  • BDO Wealth Advisors bought 1 3M share in Q2 2023, an estimated $85.
  • 3M made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #293 holding.
  • BDO Wealth Advisors first reported a position in 3M in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's 3M position peaked at $286K in Q2 2021.
  • 1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.