Grey Fox Wealth Advisors’s 3M MMM Stock Holding History

Grey Fox 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	-5	Closed	-$420	–	363
2023 Q1	$420	Sell	5 -204	-98%	-$19.2K	﹤0.01%	501
2022 Q4	$21K	Buy	+209	New	+$21.3K	0.01%	230

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Grey Fox Wealth Advisors's MMM Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of 3M (MMM) in Q2 2023, closing a stake of 5 shares — an estimated $420 sold.

Grey Fox Wealth Advisors first reported a position in MMM in Q4 2022 and held it in 2 quarters. The position peaked at $21K in Q4 2022. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 5 3M shares in Q2 2023, an estimated $420.
Grey Fox Wealth Advisors first reported a position in 3M in Q4 2022 and held it in 2 quarters.
Grey Fox Wealth Advisors's 3M position peaked at $21K in Q4 2022.
1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.