Monograph Wealth Advisors’s 3M MMM Stock Holding History

Monograph 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
2024 Q2	–	Sell	-5,541	Closed	-$491K	–	144
2024 Q1	$491K	Buy	+5,541	New	+$459K	0.07%	99

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Monograph Wealth Advisors's MMM Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of 3M (MMM) in Q2 2024, closing a stake of 5,541 shares — an estimated $491K sold.

Monograph Wealth Advisors first reported a position in MMM in Q1 2024 and held it in 1 quarter. The position peaked at $491K in Q1 2024. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.

Monograph Wealth Advisors reported no remaining 3M position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 5,541 3M shares in Q2 2024, an estimated $491K.
Monograph Wealth Advisors first reported a position in 3M in Q1 2024 and held it in 1 quarter.
Monograph Wealth Advisors's 3M position peaked at $491K in Q1 2024.
1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.