Cardinal Strategic Wealth Guidance’s 3M MMM Stock Holding History

Cardinal Strategic Wealth Guidance’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 Q1	–	Sell	-2,546	Closed	-$256K	–	91
2022 Q4	$256K	Sell	2,546 -39	-2%	-$3.98K	0.12%	60
2022 Q3	$240K	Hold	2,585	–	–	0.13%	55
2022 Q2	$280K	Sell	2,585 -61	-2%	-$7.37K	0.14%	54
2022 Q1	$330K	Sell	2,646 -35	-1%	-$4.65K	0.15%	56
2021 Q4	$398K	Hold	2,681	–	–	0.19%	54
2021 Q3	$393K	Hold	2,681	–	–	0.21%	51
2021 Q2	$444K	Sell	2,681 -60	-2%	-$10K	0.23%	49
2021 Q1	$442K	Sell	2,741 -23	-0.8%	-$3.44K	0.26%	47
2020 Q4	$404K	Sell	2,764 -97	-3%	-$13.8K	0.24%	40
2020 Q3	$383K	Sell	2,861 -96	-3%	-$12.9K	0.27%	38
2020 Q2	$385K	Sell	2,957 -370	-11%	-$46.6K	0.29%	39
2020 Q1	$380K	Sell	3,327 -1,396	-30%	-$184K	0.35%	35
2019 Q4	$696K	Buy	+4,723	New	+$662K	0.6%	30

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

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

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

Cardinal Strategic Wealth Guidance's MMM Position: Q1 2023 in Review

Cardinal Strategic Wealth Guidance sold out of 3M (MMM) in Q1 2023, closing a stake of 2,546 shares — an estimated $256K sold.

Cardinal Strategic Wealth Guidance first reported a position in MMM in Q4 2019 and held it in 13 quarters. The position peaked at $696K in Q4 2019. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

Cardinal Strategic Wealth Guidance reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 2,546 3M shares in Q1 2023, an estimated $256K.
Cardinal Strategic Wealth Guidance first reported a position in 3M in Q4 2019 and held it in 13 quarters.
Cardinal Strategic Wealth Guidance's 3M position peaked at $696K in Q4 2019.
1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2023, filed 21 Apr 2023.