HWMA
MMM icon

Heritage Wealth Management (Arizona)’s 3M MMM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$22.5K Sell
225
-281
-56% -$28.7K ﹤0.01% 644
2022
Q3 		$47K Buy
506
+126
+33% +$13.8K 0.02% 411
2022
Q2 		$41.2K Hold
380
– – 0.01% 451
2022
Q1 		$47K Buy
+380
New +$50.5K 0.01% 482
2021
Q3 		$56K Hold
380
– – 0.02% 432
2021
Q2 		$63K Buy
380
+299
+369% +$49.9K 0.02% 422
2021
Q1 		$130K Buy
+81
New +$12.1K 0.07% 214

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MMM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its 3M (MMM) stake by 56% in Q4 2022, selling an estimated $28.7K and leaving 225 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Heritage Wealth Management (Arizona) first reported a position in MMM in Q1 2021 and has held it in 7 quarters since. The position peaked at $130K in Q1 2021. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 225 shares of 3M worth $22.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) sold 281 3M shares in Q4 2022, an estimated $28.7K.
  • 3M made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #644 holding.
  • Heritage Wealth Management (Arizona) first reported a position in 3M in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s 3M position peaked at $130K in Q1 2021.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.