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Keystone Wealth Services’s 3M MMM Stock Holding History

Keystone Wealth Services’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
-2,431
Closed -$214K – 207
2023
Q1 		$214K Sell
2,431
-345
-12% -$32.5K 0.09% 183
2022
Q4 		$278K Sell
2,776
-216
-7% -$22K 0.12% 151
2022
Q3 		$276K Buy
2,992
+368
+14% +$40.4K 0.13% 125
2022
Q2 		$284K Buy
2,624
+442
+20% +$53.4K 0.13% 127
2022
Q1 		$272K Buy
2,182
+18
+0.8% +$2.39K 0.11% 147
2021
Q4 		$321K Buy
+2,164
New +$322K 0.13% 129

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keystone Wealth Services's MMM Position: Q2 2023 in Review

Keystone Wealth Services sold out of 3M (MMM) in Q2 2023, closing a stake of 2,431 shares — an estimated $214K sold.

Keystone Wealth Services first reported a position in MMM in Q4 2021 and held it in 6 quarters. The position peaked at $321K in Q4 2021. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

  • Keystone Wealth Services reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
  • Keystone Wealth Services sold 2,431 3M shares in Q2 2023, an estimated $214K.
  • Keystone Wealth Services first reported a position in 3M in Q4 2021 and held it in 6 quarters.
  • Keystone Wealth Services's 3M position peaked at $321K in Q4 2021.
  • 1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Keystone Wealth Services's 13F filing for Q2 2023, filed 20 Jul 2023.