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Regent Peak Wealth Advisors’s 3M MMM Stock Holding History

Regent Peak 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
2022
Q2 		– Sell
-2,439
Closed -$304K – 167
2022
Q1 		$304K Sell
2,439
-9,614
-80% -$1.28M 0.09% 127
2021
Q4 		$1.79M Sell
12,053
-1,014
-8% -$151K 0.49% 47
2021
Q3 		$1.92M Buy
13,067
+206
+2% +$33.4K 0.55% 40
2021
Q2 		$2.13M Buy
12,861
+479
+4% +$79.9K 0.59% 38
2021
Q1 		$1.99M Buy
12,382
+1,380
+13% +$207K 0.66% 33
2020
Q4 		$1.61M Sell
11,002
-142
-1% -$20.2K 0.54% 39
2020
Q3 		$1.49M Buy
11,144
+1,332
+14% +$179K 0.64% 35
2020
Q2 		$1.28M Buy
9,812
+769
+9% +$96.9K 0.58% 38
2020
Q1 		$1.03M Buy
9,043
+1,544
+21% +$203K 0.57% 37
2019
Q4 		$1.11M Buy
+7,499
New +$1.05M 0.5% 44

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
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Regent Peak Wealth Advisors's MMM Position: Q2 2022 in Review

Regent Peak Wealth Advisors sold out of 3M (MMM) in Q2 2022, closing a stake of 2,439 shares — an estimated $304K sold.

Regent Peak Wealth Advisors first reported a position in MMM in Q4 2019 and held it in 10 quarters. The position peaked at $2.13M in Q2 2021. 2,184 funds tracked by Wall St. Rank hold MMM as of Q2 2022.

  • Regent Peak Wealth Advisors reported no remaining 3M position as of Q2 2022 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 2,439 3M shares in Q2 2022, an estimated $304K.
  • Regent Peak Wealth Advisors first reported a position in 3M in Q4 2019 and held it in 10 quarters.
  • Regent Peak Wealth Advisors's 3M position peaked at $2.13M in Q2 2021.
  • 2,184 funds tracked by Wall St. Rank held 3M as of Q2 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.