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Navis Wealth Advisors’s 3M MMM Stock Holding History

Navis 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
2022
Q4 		– Sell
-5,935
Closed -$548K – 89
2022
Q3 		$548K Sell
5,935
-87
-1% -$9.54K 0.85% 26
2022
Q2 		$652K Hold
6,022
– – 0.7% 33
2022
Q1 		$750K Buy
+6,022
New +$801K 0.67% 37

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Navis Wealth Advisors's MMM Position: Q4 2022 in Review

Navis Wealth Advisors sold out of 3M (MMM) in Q4 2022, closing a stake of 5,935 shares — an estimated $548K sold.

Navis Wealth Advisors first reported a position in MMM in Q1 2022 and held it in 3 quarters. The position peaked at $750K in Q1 2022. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • Navis Wealth Advisors reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
  • Navis Wealth Advisors sold 5,935 3M shares in Q4 2022, an estimated $548K.
  • Navis Wealth Advisors first reported a position in 3M in Q1 2022 and held it in 3 quarters.
  • Navis Wealth Advisors's 3M position peaked at $750K in Q1 2022.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Navis Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.