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Curi Wealth Management’s 3M MMM Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-54
Closed -$6K – 501
2022
Q2 		$6K Buy
54
+32
+145% +$3.87K ﹤0.01% 435
2022
Q1 		$2K Hold
22
– – ﹤0.01% 456
2021
Q4 		$3K Buy
+22
New +$3.28K ﹤0.01% 399
2021
Q3 		– Sell
-1,457
Closed -$242K – 91
2021
Q2 		$242K Buy
1,457
+10
+0.7% +$1.67K 0.12% 81
2021
Q1 		$233K Buy
1,447
+11
+0.8% +$1.65K 0.15% 80
2020
Q4 		$209K Buy
+1,436
New +$204K 0.15% 82

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi Wealth Management's MMM Position: Q3 2022 in Review

Curi Wealth Management sold out of 3M (MMM) in Q3 2022, closing a stake of 54 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in MMM in Q4 2020 and held it in 6 quarters. The position peaked at $242K in Q2 2021. 2,022 funds tracked by Wall St. Rank hold MMM as of Q3 2022.

  • Curi Wealth Management reported no remaining 3M position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 54 3M shares in Q3 2022, an estimated $6K.
  • Curi Wealth Management first reported a position in 3M in Q4 2020 and held it in 6 quarters.
  • Curi Wealth Management's 3M position peaked at $242K in Q2 2021.
  • 2,022 funds tracked by Wall St. Rank held 3M as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.