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Planning Center Inc’s 3M MMM Stock Holding History

Planning Center Inc’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
Q4 		– Sell
-1,490
Closed -$204K – 71
2024
Q3 		$204K Buy
+1,490
New +$182K 0.03% 71
2023
Q4 		– Sell
-2,771
Closed -$217K – 63
2023
Q3 		$217K Hold
2,771
– – 0.06% 60
2023
Q2 		$232K Sell
2,771
-249
-8% -$21.2K 0.06% 62
2023
Q1 		$268K Hold
3,020
– – 0.07% 51
2022
Q4 		$303K Hold
3,020
– – 0.09% 50
2022
Q3 		$275K Sell
3,020
-8
-0.3% -$878 0.22% 33
2022
Q2 		$329K Sell
3,028
-299
-9% -$36.1K 0.26% 31
2022
Q1 		$414K Sell
3,327
-36
-1% -$4.79K 1.19% 22
2021
Q4 		$469K Buy
+3,363
New +$501K 0.37% 20

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Koshinski Asset Management
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JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Planning Center Inc's MMM Position: Q4 2024 in Review

Planning Center Inc sold out of 3M (MMM) in Q4 2024, closing a stake of 1,490 shares — an estimated $204K sold.

Planning Center Inc first reported a position in MMM in Q4 2021 and held it in 9 quarters. The position peaked at $469K in Q4 2021. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

  • Planning Center Inc reported no remaining 3M position as of Q4 2024 after selling out during the quarter.
  • Planning Center Inc sold 1,490 3M shares in Q4 2024, an estimated $204K.
  • Planning Center Inc first reported a position in 3M in Q4 2021 and held it in 9 quarters.
  • Planning Center Inc's 3M position peaked at $469K in Q4 2021.
  • 2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on Planning Center Inc's 13F filing for Q4 2024, filed 23 Jan 2025.