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Cypress Wealth Services’s 3M MMM Stock Holding History

Cypress Wealth Services’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 		– Sell
-1,389
Closed -$204K – 240
2021
Q3 		$204K Sell
1,389
-2,072
-60% -$336K 0.06% 214
2021
Q2 		$575K Buy
3,461
+37
+1% +$6.17K 0.16% 110
2021
Q1 		$552K Buy
3,424
+62
+2% +$9.28K 0.12% 141
2020
Q4 		$491K Buy
+3,362
New +$477K 0.11% 151
2020
Q3 		– Sell
-3,379
Closed -$455K – 411
2020
Q2 		$441K Buy
3,379
+650
+24% +$81.9K 0.11% 157
2020
Q1 		$311K Buy
2,729
+385
+16% +$50.6K 0.09% 177
2019
Q4 		$346K Sell
2,344
-676
-22% -$94.7K 0.09% 176
2019
Q3 		$415K Buy
3,020
+617
+26% +$86.3K 0.11% 148
2019
Q2 		$348K Sell
2,403
-660
-22% -$102K 0.1% 170
2019
Q1 		$532K Buy
3,063
+17
+0.6% +$2.86K 0.17% 116
2018
Q4 		$485K Buy
3,046
+34
+1% +$5.64K 0.19% 113
2018
Q3 		$530K Sell
3,012
-77
-2% -$13.3K 0.19% 116
2018
Q2 		$508K Buy
3,089
+1,044
+51% +$178K 0.19% 116
2018
Q1 		$375K Buy
2,045
+688
+51% +$136K 0.16% 121
2017
Q4 		$267K Buy
+1,357
New +$261K 0.11% 156

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cypress Wealth Services's MMM Position: Q4 2021 in Review

Cypress Wealth Services sold out of 3M (MMM) in Q4 2021, closing a stake of 1,389 shares — an estimated $204K sold.

Cypress Wealth Services first reported a position in MMM in Q4 2017 and held it in 15 quarters. The position peaked at $575K in Q2 2021. 2,352 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

  • Cypress Wealth Services reported no remaining 3M position as of Q4 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 1,389 3M shares in Q4 2021, an estimated $204K.
  • Cypress Wealth Services first reported a position in 3M in Q4 2017 and held it in 15 quarters.
  • Cypress Wealth Services's 3M position peaked at $575K in Q2 2021.
  • 2,352 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on Cypress Wealth Services's 13F filing for Q4 2021, filed 19 Jan 2022.