Private Wealth Strategies’s 3M MMM Stock Holding History

Private Wealth Strategies’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 Q2	$204K	Sell	2,000 -392	-16%	-$38.2K	0.04%	72
2024 Q1	$212K	Hold	2,392	–	–	0.05%	64
2023 Q4	$219K	Buy	+2,392	New	+$192K	0.05%	67
2023 Q3	–	Sell	-2,392	Closed	-$200K	–	77
2023 Q2	$200K	Hold	2,392	–	–	0.05%	70
2023 Q1	$210K	Hold	2,392	–	–	0.05%	70
2022 Q4	$240K	Hold	2,392	–	–	0.06%	62
2022 Q3	$222K	Hold	2,392	–	–	0.06%	64
2022 Q2	$258K	Hold	2,392	–	–	0.07%	65
2022 Q1	$298K	Hold	2,392	–	–	0.07%	63
2021 Q4	$356K	Hold	2,392	–	–	0.08%	60
2021 Q3	$350K	Hold	2,392	–	–	0.09%	61
2021 Q2	$397K	Hold	2,392	–	–	0.1%	57
2021 Q1	$386K	Hold	2,392	–	–	0.11%	59
2020 Q4	$350K	Hold	2,392	–	–	0.11%	60
2020 Q3	$320K	Hold	2,392	–	–	0.11%	58
2020 Q2	$312K	Hold	2,392	–	–	0.14%	49
2020 Q1	$274K	Hold	2,392	–	–	0.14%	57
2019 Q4	$353K	Buy	+2,392	New	+$335K	0.14%	58

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Private Wealth Strategies's MMM Position: Q2 2024 in Review

Private Wealth Strategies reduced its 3M (MMM) stake by 16% in Q2 2024, selling an estimated $38.2K and leaving 2,000 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #72.

Private Wealth Strategies first reported a position in MMM in Q4 2019 and has held it in 18 quarters since. The position peaked at $397K in Q2 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.

Private Wealth Strategies held 2,000 shares of 3M worth $204K as of Q2 2024.
Private Wealth Strategies sold 392 3M shares in Q2 2024, an estimated $38.2K.
3M made up 0.04% of Private Wealth Strategies's portfolio in Q2 2024, its #72 holding.
Private Wealth Strategies first reported a position in 3M in Q4 2019 and has held it in 18 quarters since.
Private Wealth Strategies's 3M position peaked at $397K in Q2 2021.
1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.