Clear Perspective Advisors’s 3M MMM Stock Holding History

Clear Perspective 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
2021 Q4	$717K	Buy	4,825 +371	+8%	+$55.3K	0.22%	76
2021 Q3	$653K	Sell	4,454 -140	-3%	-$22.7K	0.22%	73
2021 Q2	$763K	Sell	4,594 -64	-1%	-$10.7K	0.26%	69
2021 Q1	$751K	Buy	4,658 +132	+3%	+$19.8K	0.29%	69
2020 Q4	$661K	Sell	4,526 -198	-4%	-$28.1K	0.27%	68
2020 Q3	$688	Buy	4,724 +252	+6%	+$33.9K	0.32%	56
2020 Q2	$583K	Sell	4,472 -1,490	-25%	-$188K	0.32%	56
2020 Q1	$681K	Buy	5,962 +575	+11%	+$75.6K	0.45%	45
2019 Q4	$795K	Buy	5,387 +469	+10%	+$65.7K	0.49%	51
2019 Q3	$676K	Buy	4,918 +1,564	+47%	+$219K	0.31%	69
2019 Q2	$486K	Buy	3,354 +927	+38%	+$143K	0.31%	80
2019 Q1	$440K	Sell	2,427 -1,137	-32%	-$191K	0.31%	88
2018 Q4	$592K	Buy	3,564 +2,148	+152%	+$357K	0.49%	62
2018 Q3	$249K	Hold	1,416	–	–	0.18%	124
2018 Q2	$233K	Hold	1,416	–	–	0.16%	129
2018 Q1	$260K	Sell	1,416 -96	-6%	-$19K	0.19%	115
2017 Q4	$298K	Buy	1,512 +120	+9%	+$23.1K	0.23%	106
2017 Q3	$244K	Buy	1,392 +1,076	+341%	+$186K	0.2%	117
2017 Q2	$55K	Hold	316	–	–	0.05%	211
2017 Q1	$51K	Hold	316	–	–	0.03%	212
2016 Q4	$47K	Buy	+316	New	+$45.6K	0.03%	208

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Clear Perspective Advisors's MMM Position: Q4 2021 in Review

Clear Perspective Advisors increased its 3M (MMM) stake by 8.3% in Q4 2021, buying an estimated $55.3K and bringing the position to 4,825 shares worth $717K. The position accounts for 0.22% of the portfolio, ranked #76.

Clear Perspective Advisors first reported a position in MMM in Q4 2016 and has held it in 21 quarters since. The position peaked at $795K in Q4 2019. 2,353 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

Clear Perspective Advisors held 4,825 shares of 3M worth $717K as of Q4 2021.
Clear Perspective Advisors bought 371 3M shares in Q4 2021, an estimated $55.3K.
3M made up 0.22% of Clear Perspective Advisors's portfolio in Q4 2021, its #76 holding.
Clear Perspective Advisors first reported a position in 3M in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's 3M position peaked at $795K in Q4 2019.
2,353 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.