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
2020 Q4	–	Sell	-3,460	Closed	-$463K	–	426
2020 Q3	$463K	Buy	+3,460	New	+$465K	0.12%	140

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.