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Clarity Wealth Advisors’s 3M MMM Stock Holding History

Clarity 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
2024
Q1 		– Sell
-5,737
Closed -$524K – 88
2023
Q4 		$524K Sell
5,737
-16,391
-74% -$1.32M 0.2% 48
2023
Q3 		$1.73M Buy
22,128
+1,021
+5% +$87.7K 0.79% 31
2023
Q2 		$1.77M Buy
21,107
+958
+5% +$81.4K 0.79% 30
2023
Q1 		$1.77M Buy
20,149
+666
+3% +$62.8K 0.9% 26
2022
Q4 		$1.95M Sell
19,483
-2,355
-11% -$240K 1.13% 22
2022
Q3 		$2.02M Buy
21,838
+1,768
+9% +$194K 1.22% 22
2022
Q2 		$2.17M Sell
20,070
-370
-2% -$44.7K 1.24% 22
2022
Q1 		$2.54M Buy
20,440
+1,483
+8% +$197K 1.21% 23
2021
Q4 		$2.81M Buy
18,957
+1,048
+6% +$156K 1.31% 23
2021
Q3 		$2.63M Buy
17,909
+1,427
+9% +$231K 1.29% 24
2021
Q2 		$2.74M Buy
16,482
+1,014
+7% +$169K 1.42% 20
2021
Q1 		$2.49M Buy
15,468
+1,427
+10% +$214K 1.42% 22
2020
Q4 		$2.05M Buy
14,041
+953
+7% +$135K 1.24% 25
2020
Q3 		$1.75M Sell
13,088
-93
-0.7% -$12.5K 1.26% 24
2020
Q2 		$1.72M Buy
13,181
+500
+4% +$63K 1.36% 24
2020
Q1 		$1.45M Sell
12,681
-159
-1% -$20.9K 1.51% 22
2019
Q4 		$1.89M Buy
+12,840
New +$1.8M 1.59% 20

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clarity Wealth Advisors's MMM Position: Q1 2024 in Review

Clarity Wealth Advisors sold out of 3M (MMM) in Q1 2024, closing a stake of 5,737 shares — an estimated $524K sold.

Clarity Wealth Advisors first reported a position in MMM in Q4 2019 and held it in 17 quarters. The position peaked at $2.81M in Q4 2021. 1,940 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Clarity Wealth Advisors reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • Clarity Wealth Advisors sold 5,737 3M shares in Q1 2024, an estimated $524K.
  • Clarity Wealth Advisors first reported a position in 3M in Q4 2019 and held it in 17 quarters.
  • Clarity Wealth Advisors's 3M position peaked at $2.81M in Q4 2021.
  • 1,940 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Clarity Wealth Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.