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Phoenix Wealth Advisors’s 3M MMM Stock Holding History

Phoenix 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
2021
Q4 		– Sell
-697
Closed -$102K – 267
2021
Q3 		$102K Sell
697
-12
-2% -$1.94K 0.08% 151
2021
Q2 		$117K Hold
709
– – 0.08% 148
2021
Q1 		$114K Hold
709
– – 0.09% 145
2020
Q4 		$104K Buy
+709
New +$101K 0.08% 145

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Phoenix Wealth Advisors's MMM Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of 3M (MMM) in Q4 2021, closing a stake of 697 shares — an estimated $102K sold.

Phoenix Wealth Advisors first reported a position in MMM in Q4 2020 and held it in 4 quarters. The position peaked at $117K in Q2 2021. 2,352 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining 3M position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 697 3M shares in Q4 2021, an estimated $102K.
  • Phoenix Wealth Advisors first reported a position in 3M in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's 3M position peaked at $117K in Q2 2021.
  • 2,352 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.