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Mason Investment Advisory Services’s 3M MMM Stock Holding History

Mason Investment Advisory 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
2020
Q1 		– Sell
-1,477
Closed -$218K – 89
2019
Q4 		$218K Buy
+1,477
New +$207K 0.03% 88

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Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mason Investment Advisory Services's MMM Position: Q1 2020 in Review

Mason Investment Advisory Services sold out of 3M (MMM) in Q1 2020, closing a stake of 1,477 shares — an estimated $218K sold.

Mason Investment Advisory Services first reported a position in MMM in Q4 2019 and held it in 1 quarter. The position peaked at $218K in Q4 2019. 1,958 funds tracked by Wall St. Rank hold MMM as of Q1 2020.

  • Mason Investment Advisory Services reported no remaining 3M position as of Q1 2020 after selling out during the quarter.
  • Mason Investment Advisory Services sold 1,477 3M shares in Q1 2020, an estimated $218K.
  • Mason Investment Advisory Services first reported a position in 3M in Q4 2019 and held it in 1 quarter.
  • Mason Investment Advisory Services's 3M position peaked at $218K in Q4 2019.
  • 1,958 funds tracked by Wall St. Rank held 3M as of Q1 2020.

Based on Mason Investment Advisory Services's 13F filing for Q1 2020, filed 5 Aug 2024.