Paradigm Strategies in Wealth Management’s 3M MMM Stock Holding History

Paradigm Strategies in Wealth Management’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
2023 Q4	–	Sell	-3,321	Closed	-$260K	–	47
2023 Q3	$260K	Sell	3,321 -756	-19%	-$64.9K	0.17%	41
2023 Q2	$341K	Buy	4,077 +11	+0.3%	+$934	0.23%	31
2023 Q1	$357K	Buy	4,066 +10	+0.2%	+$943	0.28%	28
2022 Q4	$407K	Sell	4,056 -111	-3%	-$11.3K	0.36%	24
2022 Q3	$385K	Sell	4,167 -1,281	-24%	-$141K	0.35%	25
2022 Q2	$589K	Sell	5,448 -1,630	-23%	-$197K	0.64%	19
2022 Q1	$881K	Buy	7,078 +7	+0.1%	+$931	0.92%	18
2021 Q4	$1.05M	Buy	7,071 +6	+0.1%	+$894	1.06%	19
2021 Q3	$1.04M	Buy	7,065 +846	+14%	+$137K	0.98%	21
2021 Q2	$1.03M	Sell	6,219 -32	-0.5%	-$5.34K	0.93%	20
2021 Q1	$1.01M	Buy	+6,251	New	+$936K	0.97%	20

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Paradigm Strategies in Wealth Management's MMM Position: Q4 2023 in Review

Paradigm Strategies in Wealth Management sold out of 3M (MMM) in Q4 2023, closing a stake of 3,321 shares — an estimated $260K sold.

Paradigm Strategies in Wealth Management first reported a position in MMM in Q1 2021 and held it in 11 quarters. The position peaked at $1.05M in Q4 2021. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

Paradigm Strategies in Wealth Management reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 3,321 3M shares in Q4 2023, an estimated $260K.
Paradigm Strategies in Wealth Management first reported a position in 3M in Q1 2021 and held it in 11 quarters.
Paradigm Strategies in Wealth Management's 3M position peaked at $1.05M in Q4 2021.
1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.