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Cerro Pacific Wealth Advisors’s 3M MMM Stock Holding History

Cerro Pacific 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
Q1 		– Sell
-2,199
Closed -$220K – 158
2022
Q4 		$220K Sell
2,199
-510
-19% -$52K 0.12% 150
2022
Q3 		$250K Buy
2,709
+420
+18% +$46.1K 0.15% 131
2022
Q2 		$248K Sell
2,289
-309
-12% -$37.3K 0.16% 130
2022
Q1 		$323K Sell
2,598
-173
-6% -$23K 0.2% 105
2021
Q4 		$412K Sell
2,771
-842
-23% -$125K 0.26% 96
2021
Q3 		$530K Sell
3,613
-1,102
-23% -$179K 0.38% 88
2021
Q2 		$783K Buy
+4,715
New +$787K 0.58% 52
2020
Q4 		$990K Buy
+6,774
New +$962K 0.59% 52

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cerro Pacific Wealth Advisors's MMM Position: Q1 2023 in Review

Cerro Pacific Wealth Advisors sold out of 3M (MMM) in Q1 2023, closing a stake of 2,199 shares — an estimated $220K sold.

Cerro Pacific Wealth Advisors first reported a position in MMM in Q4 2020 and held it in 8 quarters. The position peaked at $990K in Q4 2020. 1,953 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

  • Cerro Pacific Wealth Advisors reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 2,199 3M shares in Q1 2023, an estimated $220K.
  • Cerro Pacific Wealth Advisors first reported a position in 3M in Q4 2020 and held it in 8 quarters.
  • Cerro Pacific Wealth Advisors's 3M position peaked at $990K in Q4 2020.
  • 1,953 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.