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Bordeaux Wealth Advisors’s 3M MMM Stock Holding History

Bordeaux 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
2022
Q1 		– Sell
-2,177
Closed -$323K – 96
2021
Q4 		$323K Buy
2,177
+239
+12% +$35.6K 0.15% 76
2021
Q3 		$284K Sell
1,938
-1,076
-36% -$174K 0.16% 66
2021
Q2 		$501K Buy
3,014
+239
+9% +$39.9K 0.29% 52
2021
Q1 		$447K Sell
2,775
-150
-5% -$22.5K 0.31% 48
2020
Q4 		$428K Buy
+2,925
New +$415K 0.32% 50

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bordeaux Wealth Advisors's MMM Position: Q1 2022 in Review

Bordeaux Wealth Advisors sold out of 3M (MMM) in Q1 2022, closing a stake of 2,177 shares — an estimated $323K sold.

Bordeaux Wealth Advisors first reported a position in MMM in Q4 2020 and held it in 5 quarters. The position peaked at $501K in Q2 2021. 2,266 funds tracked by Wall St. Rank hold MMM as of Q1 2022.

  • Bordeaux Wealth Advisors reported no remaining 3M position as of Q1 2022 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 2,177 3M shares in Q1 2022, an estimated $323K.
  • Bordeaux Wealth Advisors first reported a position in 3M in Q4 2020 and held it in 5 quarters.
  • Bordeaux Wealth Advisors's 3M position peaked at $501K in Q2 2021.
  • 2,266 funds tracked by Wall St. Rank held 3M as of Q1 2022.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.