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Fortis Advisors’s 3M MMM Stock Holding History

Fortis 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
-60
Closed -$5.26K – 186
2023
Q1 		$5.26K Hold
60
– – ﹤0.01% 221
2022
Q4 		$6K Hold
60
– – ﹤0.01% 218
2022
Q3 		$6K Hold
60
– – ﹤0.01% 213
2022
Q2 		$6K Hold
60
– – ﹤0.01% 233
2022
Q1 		$7K Hold
60
– – ﹤0.01% 245
2021
Q4 		$9K Hold
60
– – 0.01% 226
2021
Q3 		$9K Hold
60
– – 0.01% 226
2021
Q2 		$10K Buy
+60
New +$10K 0.01% 224

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

Fortis Advisors's MMM Position: Q2 2023 in Review

Fortis Advisors sold out of 3M (MMM) in Q2 2023, closing a stake of 60 shares — an estimated $5.26K sold.

Fortis Advisors first reported a position in MMM in Q2 2021 and held it in 8 quarters. The position peaked at $10K in Q2 2021. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

  • Fortis Advisors reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
  • Fortis Advisors sold 60 3M shares in Q2 2023, an estimated $5.26K.
  • Fortis Advisors first reported a position in 3M in Q2 2021 and held it in 8 quarters.
  • Fortis Advisors's 3M position peaked at $10K in Q2 2021.
  • 1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.