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Petra Financial Advisors’s 3M MMM Stock Holding History

Petra Financial 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
2023
Q4 		– Sell
-3,171
Closed -$248K – 122
2023
Q3 		$248K Buy
3,171
+71
+2% +$6.1K 0.21% 104
2023
Q2 		$259K Sell
3,100
-427
-12% -$36.3K 0.23% 94
2023
Q1 		$310K Buy
3,527
+237
+7% +$22.4K 0.31% 59
2022
Q4 		$330K Buy
+3,290
New +$336K 0.36% 69

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Petra Financial Advisors's MMM Position: Q4 2023 in Review

Petra Financial Advisors sold out of 3M (MMM) in Q4 2023, closing a stake of 3,171 shares — an estimated $248K sold.

Petra Financial Advisors first reported a position in MMM in Q4 2022 and held it in 4 quarters. The position peaked at $330K in Q4 2022. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

  • Petra Financial Advisors reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 3,171 3M shares in Q4 2023, an estimated $248K.
  • Petra Financial Advisors first reported a position in 3M in Q4 2022 and held it in 4 quarters.
  • Petra Financial Advisors's 3M position peaked at $330K in Q4 2022.
  • 1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Petra Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.