Invenio Wealth Partners’s 3M MMM Stock Holding History

Invenio Wealth Partners’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
2024 Q1	–	Sell	-2,258	Closed	-$206K	–	104
2023 Q4	$206K	Buy	+2,258	New	+$181K	0.15%	92

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invenio Wealth Partners's MMM Position: Q1 2024 in Review

Invenio Wealth Partners sold out of 3M (MMM) in Q1 2024, closing a stake of 2,258 shares — an estimated $206K sold.

Invenio Wealth Partners first reported a position in MMM in Q4 2023 and held it in 1 quarter. The position peaked at $206K in Q4 2023. 1,943 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

Invenio Wealth Partners reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
Invenio Wealth Partners sold 2,258 3M shares in Q1 2024, an estimated $206K.
Invenio Wealth Partners first reported a position in 3M in Q4 2023 and held it in 1 quarter.
Invenio Wealth Partners's 3M position peaked at $206K in Q4 2023.
1,943 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Invenio Wealth Partners's 13F filing for Q1 2024, filed 9 May 2024.