HCR Wealth Advisors’s 3M MMM Stock Holding History

HCR 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
2022 Q3	–	Sell	-2,082	Closed	-$225K	–	175
2022 Q2	$225K	Hold	2,082	–	–	0.05%	155
2022 Q1	$259K	Buy	+2,082	New	+$277K	0.04%	161
2020 Q1	–	Sell	-5,309	Closed	-$783K	–	250
2019 Q4	$783K	Buy	5,309 +352	+7%	+$49.3K	0.19%	82
2019 Q3	$682K	Sell	4,957 -2,662	-35%	-$372K	0.23%	78
2019 Q2	$1.1M	Sell	7,619 -476	-6%	-$73.3K	0.31%	61
2019 Q1	$1.39M	Sell	8,095 -1,013	-11%	-$171K	0.4%	50
2018 Q4	$1.45M	Buy	+9,108	New	+$1.51M	0.47%	46
2018 Q3	–	Sell	-9,099	Closed	-$1.5M	–	169
2018 Q2	$1.5M	Buy	9,099 +775	+9%	+$132K	0.49%	47
2018 Q1	$1.53M	Buy	8,324 +1,091	+15%	+$216K	0.53%	44
2017 Q4	$1.42M	Sell	7,233 -240	-3%	-$46.2K	0.5%	47
2017 Q3	$1.31M	Buy	7,473 +431	+6%	+$74.7K	0.55%	45
2017 Q2	$1.23M	Buy	7,042 +452	+7%	+$75.6K	0.61%	39
2017 Q1	$1.05M	Buy	6,590 +476	+8%	+$73K	0.54%	44
2016 Q4	$913K	Buy	+6,114	New	+$882K	0.48%	45

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

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

HCR Wealth Advisors's MMM Position: Q3 2022 in Review

HCR Wealth Advisors sold out of 3M (MMM) in Q3 2022, closing a stake of 2,082 shares — an estimated $225K sold.

HCR Wealth Advisors first reported a position in MMM in Q4 2016 and held it in 14 quarters. The position peaked at $1.53M in Q1 2018. 2,022 funds tracked by Wall St. Rank hold MMM as of Q3 2022.

HCR Wealth Advisors reported no remaining 3M position as of Q3 2022 after selling out during the quarter.
HCR Wealth Advisors sold 2,082 3M shares in Q3 2022, an estimated $225K.
HCR Wealth Advisors first reported a position in 3M in Q4 2016 and held it in 14 quarters.
HCR Wealth Advisors's 3M position peaked at $1.53M in Q1 2018.
2,022 funds tracked by Wall St. Rank held 3M as of Q3 2022.

Based on HCR Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.