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RGT Wealth Advisors’s 3M MMM Stock Holding History

RGT 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
Q1 		– Sell
-1,235
Closed -$183K – 244
2021
Q4 		$183K Buy
+1,235
New +$184K 0.03% 93
2018
Q2 		– Sell
-1,227
Closed -$225K – 66
2018
Q1 		$225K Buy
1,227
+23
+2% +$4.56K 0.11% 92
2017
Q4 		$237K Sell
1,204
-45
-4% -$8.66K 0.13% 85
2017
Q3 		$219K Sell
1,249
-502
-29% -$87K 0.15% 84
2017
Q2 		$305K Buy
1,751
+44
+3% +$7.36K 0.21% 53
2017
Q1 		$273K Buy
1,707
+267
+19% +$41K 0.19% 64
2016
Q4 		$215K Sell
1,440
-505
-26% -$72.9K 0.12% 107
2016
Q3 		$287K Buy
+1,945
New +$290K 0.18% 75

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RGT Wealth Advisors's MMM Position: Q1 2022 in Review

RGT Wealth Advisors sold out of 3M (MMM) in Q1 2022, closing a stake of 1,235 shares — an estimated $183K sold.

RGT Wealth Advisors first reported a position in MMM in Q3 2016 and held it in 8 quarters. The position peaked at $305K in Q2 2017. 2,266 funds tracked by Wall St. Rank hold MMM as of Q1 2022.

  • RGT Wealth Advisors reported no remaining 3M position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,235 3M shares in Q1 2022, an estimated $183K.
  • RGT Wealth Advisors first reported a position in 3M in Q3 2016 and held it in 8 quarters.
  • RGT Wealth Advisors's 3M position peaked at $305K in Q2 2017.
  • 2,266 funds tracked by Wall St. Rank held 3M as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.