EWA
MMM icon

Evolution Wealth Advisors’s 3M MMM Stock Holding History

Evolution 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
2021
Q4 		– Sell
-597
Closed -$88K – 445
2021
Q3 		$88K Buy
597
+120
+25% +$19.4K 0.02% 159
2021
Q2 		$79K Hold
477
– – 0.02% 178
2021
Q1 		$77K Hold
477
– – 0.02% 169
2020
Q4 		$70K Buy
477
+42
+10% +$5.96K 0.02% 160
2020
Q3 		$58K Buy
435
+140
+47% +$18.8K 0.02% 171
2020
Q2 		$39K Buy
295
+86
+41% +$10.8K 0.01% 156
2020
Q1 		$24K Buy
209
+166
+386% +$21.8K 0.01% 142
2019
Q4 		$6K Buy
43
+15
+54% +$2.1K ﹤0.01% 375
2019
Q3 		$4K Buy
+28
New +$3.92K ﹤0.01% 318

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

Evolution Wealth Advisors's MMM Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of 3M (MMM) in Q4 2021, closing a stake of 597 shares — an estimated $88K sold.

Evolution Wealth Advisors first reported a position in MMM in Q3 2019 and held it in 9 quarters. The position peaked at $88K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining 3M position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 597 3M shares in Q4 2021, an estimated $88K.
  • Evolution Wealth Advisors first reported a position in 3M in Q3 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's 3M position peaked at $88K in Q3 2021.
  • 2,352 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.