Clear Perspectives Financial Planning’s 3M MMM Stock Holding History

Clear Perspectives Financial Planning’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	$9.46K	Hold	108	–	–	0.01%	142
2022 Q4	$10.8K	Hold	108	–	–	0.01%	152
2022 Q3	$10K	Hold	108	–	–	﹤0.01%	144
2022 Q2	$12K	Hold	108	–	–	﹤0.01%	148
2022 Q1	$13K	Hold	108	–	–	﹤0.01%	152
2021 Q4	$16K	Hold	108	–	–	0.01%	155
2021 Q3	$16K	Hold	108	–	–	0.01%	142
2021 Q2	$18K	Hold	108	–	–	0.01%	143
2021 Q1	$17K	Hold	108	–	–	0.01%	134
2020 Q4	$16K	Buy	+108	New	+$15.3K	0.01%	130

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

Clear Perspectives Financial Planning's MMM Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its 3M (MMM) position steady in Q1 2023 at 108 shares worth $9.46K. The position accounts for 0.01% of the portfolio, ranked #142.

Clear Perspectives Financial Planning first reported a position in MMM in Q4 2020 and has held it in 10 quarters since. The position peaked at $18K in Q2 2021. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

Clear Perspectives Financial Planning held 108 shares of 3M worth $9.46K as of Q1 2023.
Clear Perspectives Financial Planning left its 3M share count unchanged in Q1 2023.
3M made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #142 holding.
Clear Perspectives Financial Planning first reported a position in 3M in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's 3M position peaked at $18K in Q2 2021.
1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.