BPWA
MMM icon

Beacon Pointe Wealth Advisors’s 3M MMM Stock Holding History

Beacon Pointe 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
2019
Q4 		$517K Buy
3,507
+919
+36% +$129K 0.1% 156
2019
Q3 		$356K Sell
2,588
-554
-18% -$77.5K 0.08% 189
2019
Q2 		$455K Sell
3,142
-18
-0.6% -$2.77K 0.1% 167
2019
Q1 		$548K Sell
3,160
-604
-16% -$102K 0.13% 138
2018
Q4 		$601K Buy
+3,764
New +$625K 0.22% 114

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beacon Pointe Wealth Advisors's MMM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its 3M (MMM) stake by 36% in Q4 2019, buying an estimated $129K and bringing the position to 3,507 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #156.

Beacon Pointe Wealth Advisors first reported a position in MMM in Q4 2018 and has held it in 5 quarters since. The position peaked at $601K in Q4 2018. 2,038 funds tracked by Wall St. Rank hold MMM as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 3,507 shares of 3M worth $517K as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 919 3M shares in Q4 2019, an estimated $129K.
  • 3M made up 0.1% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #156 holding.
  • Beacon Pointe Wealth Advisors first reported a position in 3M in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's 3M position peaked at $601K in Q4 2018.
  • 2,038 funds tracked by Wall St. Rank held 3M as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.