CWP
MMM icon

Corepath Wealth Partners’s 3M MMM Stock Holding History

Corepath Wealth Partners’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
-2,799
Closed -$254K – 36
2023
Q4 		$254K Hold
2,799
– – 0.14% 37
2023
Q3 		$208K Hold
2,799
– – 0.13% 38
2023
Q2 		$238K Hold
2,799
– – 0.14% 39
2023
Q1 		$246K Buy
2,799
+5
+0.2% +$472 0.15% 35
2022
Q4 		$296K Hold
2,794
– – 0.2% 30
2022
Q3 		$266K Sell
2,794
-239
-8% -$26.2K 0.2% 31
2022
Q2 		$325K Buy
3,033
+239
+9% +$28.9K 0.24% 29
2022
Q1 		$347K Sell
2,794
-81
-3% -$10.8K 0.24% 26
2021
Q4 		$426K Buy
2,875
+81
+3% +$12.1K 0.3% 28
2021
Q3 		$416K Hold
2,794
– – 0.32% 26
2021
Q2 		$463K Hold
2,794
– – 0.36% 26
2021
Q1 		$463K Sell
2,794
-12
-0.4% -$1.8K 0.41% 24
2020
Q4 		$410K Buy
+2,806
New +$398K 0.43% 25

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

Corepath Wealth Partners's MMM Position: Q1 2024 in Review

Corepath Wealth Partners sold out of 3M (MMM) in Q1 2024, closing a stake of 2,799 shares — an estimated $254K sold.

Corepath Wealth Partners first reported a position in MMM in Q4 2020 and held it in 13 quarters. The position peaked at $463K in Q2 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Corepath Wealth Partners reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • Corepath Wealth Partners sold 2,799 3M shares in Q1 2024, an estimated $254K.
  • Corepath Wealth Partners first reported a position in 3M in Q4 2020 and held it in 13 quarters.
  • Corepath Wealth Partners's 3M position peaked at $463K in Q2 2021.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Corepath Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.