Intercontinental Wealth Advisors’s 3M MMM Stock Holding History

Intercontinental 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	-2,679	Closed	-$235K	–	310
2023 Q1	$235K	Buy	+2,679	New	+$253K	0.06%	289
2022 Q2	–	Sell	-1,746	Closed	-$217K	–	285
2022 Q1	$217K	Sell	1,746 -3,936	-69%	-$523K	0.05%	271
2021 Q4	$844K	Buy	5,682 +579	+11%	+$86.3K	0.18%	113
2021 Q3	$749K	Buy	5,103 +461	+10%	+$74.7K	0.17%	112
2021 Q2	$771K	Buy	4,642 +497	+12%	+$82.9K	0.15%	111
2021 Q1	$668K	Buy	4,145 +295	+8%	+$44.2K	0.15%	119
2020 Q4	$563K	Buy	+3,850	New	+$546K	0.14%	128
2019 Q3	–	Sell	-239	Closed	-$35K	–	434
2019 Q2	$35K	Hold	239	–	–	0.02%	233
2019 Q1	$42K	Hold	239	–	–	0.02%	240
2018 Q4	$38K	Buy	+239	New	+$39.7K	0.02%	239

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

Intercontinental Wealth Advisors's MMM Position: Q2 2023 in Review

Intercontinental Wealth Advisors sold out of 3M (MMM) in Q2 2023, closing a stake of 2,679 shares — an estimated $235K sold.

Intercontinental Wealth Advisors first reported a position in MMM in Q4 2018 and held it in 10 quarters. The position peaked at $844K in Q4 2021. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

Intercontinental Wealth Advisors reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
Intercontinental Wealth Advisors sold 2,679 3M shares in Q2 2023, an estimated $235K.
Intercontinental Wealth Advisors first reported a position in 3M in Q4 2018 and held it in 10 quarters.
Intercontinental Wealth Advisors's 3M position peaked at $844K in Q4 2021.
1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.