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Octavia Wealth Advisors’s 3M MMM Stock Holding History

Octavia 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
Q1 		– Sell
-2,246
Closed -$205K – 230
2023
Q4 		$205K Buy
+2,246
New +$180K 0.04% 212
2022
Q2 		– Sell
-1,726
Closed -$215K – 178
2022
Q1 		$215K Buy
+1,726
New +$230K 0.05% 174

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Octavia Wealth Advisors's MMM Position: Q1 2024 in Review

Octavia Wealth Advisors sold out of 3M (MMM) in Q1 2024, closing a stake of 2,246 shares — an estimated $205K sold.

Octavia Wealth Advisors first reported a position in MMM in Q1 2022 and held it in 2 quarters. The position peaked at $215K in Q1 2022. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Octavia Wealth Advisors reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,246 3M shares in Q1 2024, an estimated $205K.
  • Octavia Wealth Advisors first reported a position in 3M in Q1 2022 and held it in 2 quarters.
  • Octavia Wealth Advisors's 3M position peaked at $215K in Q1 2022.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Octavia Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.