IAM Advisory’s 3M MMM Stock Holding History

IAM Advisory’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
2021 Q4	–	Sell	-1,465	Closed	-$216K	–	75
2021 Q3	$216K	Buy	+1,465	New	+$237K	0.09%	70
2021 Q2	–	Sell	-1,444	Closed	-$240K	–	76
2021 Q1	$240K	Buy	1,444 +12	+0.8%	+$1.8K	0.1%	62
2020 Q4	$210K	Buy	+1,432	New	+$203K	0.11%	60

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IAM Advisory's MMM Position: Q4 2021 in Review

IAM Advisory sold out of 3M (MMM) in Q4 2021, closing a stake of 1,465 shares — an estimated $216K sold.

IAM Advisory first reported a position in MMM in Q4 2020 and held it in 3 quarters. The position peaked at $240K in Q1 2021. 2,354 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

IAM Advisory reported no remaining 3M position as of Q4 2021 after selling out during the quarter.
IAM Advisory sold 1,465 3M shares in Q4 2021, an estimated $216K.
IAM Advisory first reported a position in 3M in Q4 2020 and held it in 3 quarters.
IAM Advisory's 3M position peaked at $240K in Q1 2021.
2,354 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on IAM Advisory's 13F filing for Q4 2021, filed 19 Jan 2022.