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Cornerstone Wealth Advisors’s 3M MMM Stock Holding History

Cornerstone 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
Q3 		– Sell
-2,424
Closed -$203K – 46
2023
Q2 		$203K Hold
2,424
– – 0.07% 44
2023
Q1 		$213K Hold
2,424
– – 0.08% 41
2022
Q4 		$243K Hold
2,424
– – 0.09% 39
2022
Q3 		$224K Hold
2,424
– – 0.09% 38
2022
Q2 		$262K Hold
2,424
– – 0.1% 37
2022
Q1 		$302K Sell
2,424
-16
-0.7% -$2.13K 0.1% 36
2021
Q4 		$362K Hold
2,440
– – 0.12% 33
2021
Q3 		$358K Hold
2,440
– – 0.13% 33
2021
Q2 		$406K Buy
2,440
+377
+18% +$62.9K 0.14% 30
2021
Q1 		$332K Buy
+2,063
New +$309K 0.13% 32

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Wealth Advisors's MMM Position: Q3 2023 in Review

Cornerstone Wealth Advisors sold out of 3M (MMM) in Q3 2023, closing a stake of 2,424 shares — an estimated $203K sold.

Cornerstone Wealth Advisors first reported a position in MMM in Q1 2021 and held it in 10 quarters. The position peaked at $406K in Q2 2021. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

  • Cornerstone Wealth Advisors reported no remaining 3M position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Wealth Advisors sold 2,424 3M shares in Q3 2023, an estimated $203K.
  • Cornerstone Wealth Advisors first reported a position in 3M in Q1 2021 and held it in 10 quarters.
  • Cornerstone Wealth Advisors's 3M position peaked at $406K in Q2 2021.
  • 1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.