Financial Synergies Wealth Advisors’s 3M MMM Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-292	Closed	-$25.9K	–	297
2024 Q1	$25.9K	Buy	292 +236	+421%	+$19.6K	﹤0.01%	170
2023 Q4	$5.61K	Sell	56 -3	-5%	-$241	﹤0.01%	213
2023 Q3	$4.57K	Sell	59 -18	-23%	-$1.54K	﹤0.01%	268
2023 Q2	$6.38K	Sell	77 -16	-17%	-$1.36K	﹤0.01%	252
2023 Q1	$8.29K	Buy	93 +37	+66%	+$3.49K	﹤0.01%	241
2022 Q4	$5.61K	Buy	56 +1	+2%	+$102	﹤0.01%	213
2022 Q3	$5.11K	Buy	55 +25	+83%	+$2.74K	﹤0.01%	187
2022 Q2	$3.23K	Buy	+30	New	+$3.63K	﹤0.01%	210

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Financial Synergies Wealth Advisors's MMM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of 3M (MMM) in Q2 2024, closing a stake of 292 shares — an estimated $25.9K sold.

Financial Synergies Wealth Advisors first reported a position in MMM in Q2 2022 and held it in 8 quarters. The position peaked at $25.9K in Q1 2024. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining 3M position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 292 3M shares in Q2 2024, an estimated $25.9K.
Financial Synergies Wealth Advisors first reported a position in 3M in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's 3M position peaked at $25.9K in Q1 2024.
1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.