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Roberts Capital Advisors’s 3M MMM Stock Holding History

Roberts Capital 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
-5,577
Closed -$694K – 92
2022
Q1 		$694K Hold
5,577
– – 0.72% 45
2021
Q4 		$828K Buy
+5,577
New +$831K 0.77% 47

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 $336B AUM 34.66% 1-Year Est. Return

Roberts Capital Advisors's MMM Position: Q2 2022 in Review

Roberts Capital Advisors sold out of 3M (MMM) in Q2 2022, closing a stake of 5,577 shares — an estimated $694K sold.

Roberts Capital Advisors first reported a position in MMM in Q4 2021 and held it in 2 quarters. The position peaked at $828K in Q4 2021. 2,185 funds tracked by Wall St. Rank hold MMM as of Q2 2022.

  • Roberts Capital Advisors reported no remaining 3M position as of Q2 2022 after selling out during the quarter.
  • Roberts Capital Advisors sold 5,577 3M shares in Q2 2022, an estimated $694K.
  • Roberts Capital Advisors first reported a position in 3M in Q4 2021 and held it in 2 quarters.
  • Roberts Capital Advisors's 3M position peaked at $828K in Q4 2021.
  • 2,185 funds tracked by Wall St. Rank held 3M as of Q2 2022.

Based on Roberts Capital Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.