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Encompass Wealth Advisors’s 3M MMM Stock Holding History

Encompass 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
Q2 		– Sell
-4,208
Closed -$370K – 294
2023
Q1 		$370K Buy
4,208
+2
+0% +$189 0.13% 140
2022
Q4 		$422K Buy
4,206
+120
+3% +$12.2K 0.15% 119
2022
Q3 		$377K Buy
4,086
+1,710
+72% +$188K 0.14% 127
2022
Q2 		$257K Buy
2,376
+1
+0% +$121 0.09% 164
2022
Q1 		$296K Sell
2,375
-12
-0.5% -$1.6K 0.07% 176
2021
Q4 		$355K Hold
2,387
– – 0.09% 166
2021
Q3 		$350K Sell
2,387
-2,291
-49% -$371K 0.09% 158
2021
Q2 		$776K Hold
4,678
– – 0.19% 94
2021
Q1 		$779K Sell
4,678
-1,703
-27% -$255K 0.2% 94
2020
Q4 		$933K Buy
+6,381
New +$906K 0.54% 44

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Encompass Wealth Advisors's MMM Position: Q2 2023 in Review

Encompass Wealth Advisors sold out of 3M (MMM) in Q2 2023, closing a stake of 4,208 shares — an estimated $370K sold.

Encompass Wealth Advisors first reported a position in MMM in Q4 2020 and held it in 10 quarters. The position peaked at $933K in Q4 2020. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

  • Encompass Wealth Advisors reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
  • Encompass Wealth Advisors sold 4,208 3M shares in Q2 2023, an estimated $370K.
  • Encompass Wealth Advisors first reported a position in 3M in Q4 2020 and held it in 10 quarters.
  • Encompass Wealth Advisors's 3M position peaked at $933K in Q4 2020.
  • 1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Encompass Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.