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One Wealth Advisors’s 3M MMM Stock Holding History

One 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
-2,732
Closed -$250K – 257
2023
Q4 		$250K Sell
2,732
-1,533
-36% -$123K 0.05% 182
2023
Q3 		$334K Buy
4,265
+1,678
+65% +$144K 0.07% 128
2023
Q2 		$216K Buy
2,587
+120
+5% +$10.2K 0.05% 196
2023
Q1 		$217K Buy
+2,467
New +$233K 0.05% 181
2019
Q2 		– Sell
-5
Closed -$1K – 333
2019
Q1 		$1K Buy
+5
New +$842 ﹤0.01% 534

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

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

One Wealth Advisors sold out of 3M (MMM) in Q1 2024, closing a stake of 2,732 shares — an estimated $250K sold.

One Wealth Advisors first reported a position in MMM in Q1 2019 and held it in 5 quarters. The position peaked at $334K in Q3 2023. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • One Wealth Advisors reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • One Wealth Advisors sold 2,732 3M shares in Q1 2024, an estimated $250K.
  • One Wealth Advisors first reported a position in 3M in Q1 2019 and held it in 5 quarters.
  • One Wealth Advisors's 3M position peaked at $334K in Q3 2023.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

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