Ropes Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.13M | Sell |
27,216
-1,935
| -7% | -$166K | 0.41% | 61 |
|
|
2023
Q2 | $2.44M | Buy |
29,151
+2,341
| +9% | +$199K | 0.4% | 60 |
|
|
2023
Q1 | $2.36M | Sell |
26,810
-1,703
| -6% | -$161K | 0.43% | 55 |
|
|
2022
Q4 | $2.86M | Buy |
28,513
+482
| +2% | +$49.2K | 0.51% | 47 |
|
|
2022
Q3 | $2.59M | Buy |
28,031
+533
| +2% | +$58.5K | 0.54% | 47 |
|
|
2022
Q2 | $2.98M | Sell |
27,498
-198
| -0.7% | -$23.9K | 0.61% | 39 |
|
|
2022
Q1 | $3.45M | Sell |
27,696
-166
| -0.6% | -$22.1K | 0.59% | 45 |
|
|
2021
Q4 | $4.14M | Sell |
27,862
-5,862
| -17% | -$873K | 0.73% | 34 |
|
|
2021
Q3 | $4.95M | Sell |
33,724
-157
| -0.5% | -$25.4K | 0.79% | 30 |
|
|
2021
Q2 | $5.63M | Hold |
33,881
| – | – | 0.89% | 22 |
|
|
2021
Q1 | $5.77M | Sell |
33,881
-14,082
| -29% | -$2.11M | 1.01% | 21 |
|
|
2020
Q4 | $7.01M | Buy |
47,963
+18,118
| +61% | +$2.57M | 1.09% | 15 |
|
|
2020
Q3 | $4M | Sell |
29,845
-10
| -0% | -$1.34K | 0.77% | 24 |
|
|
2020
Q2 | $3.89M | Sell |
29,855
-483
| -2% | -$60.9K | 0.79% | 25 |
|
|
2020
Q1 | $3.46M | Buy |
30,338
+3,265
| +12% | +$430K | 0.88% | 24 |
|
|
2019
Q4 | $3.99M | Sell |
27,073
-6,404
| -19% | -$897K | 0.86% | 26 |
|
|
2019
Q3 | $4.6M | Buy |
33,477
+166
| +0.5% | +$23.2K | 0.98% | 24 |
|
|
2019
Q2 | $4.83M | Sell |
33,311
-1,447
| -4% | -$223K | 1.02% | 22 |
|
|
2019
Q1 | $6.04M | Buy |
34,758
+317
| +0.9% | +$53.4K | 1.6% | 14 |
|
|
2018
Q4 | $5.49M | Sell |
34,441
-2,259
| -6% | -$375K | 1.58% | 11 |
|
|
2018
Q3 | $6.47M | Buy |
36,700
+3,536
| +11% | +$609K | 1.6% | 12 |
|
|
2018
Q2 | $5.46M | Sell |
33,164
-90
| -0.3% | -$15.4K | 1.48% | 14 |
|
|
2018
Q1 | $6.1M | Sell |
33,254
-116
| -0.3% | -$23K | 1.67% | 10 |
|
|
2017
Q4 | $6.57M | Buy |
33,370
+375
| +1% | +$72.1K | 1.72% | 11 |
|
|
2017
Q3 | $5.79M | Buy |
32,995
+466
| +1% | +$80.8K | 1.57% | 15 |
|
|
2017
Q2 | $5.66M | Sell |
32,529
-414
| -1% | -$69.2K | 1.6% | 14 |
|
|
2017
Q1 | $5.27M | Sell |
32,943
-100
| -0.3% | -$15.3K | 1.52% | 14 |
|
|
2016
Q4 | $4.93M | Buy |
33,043
+997
| +3% | +$144K | 1.55% | 14 |
|
|
2016
Q3 | $4.72M | Sell |
32,046
-589
| -2% | -$87.9K | 1.6% | 14 |
|
|
2016
Q2 | $4.78M | Buy |
32,635
+8,233
| +34% | +$1.16M | 1.67% | 15 |
|
|
2016
Q1 | $3.4M | Buy |
24,402
+163
| +0.7% | +$20.9K | 1.5% | 17 |
|
|
2015
Q4 | $3.05M | Buy |
24,239
+405
| +2% | +$52.1K | 1.34% | 19 |
|
|
2015
Q3 | $2.83M | Buy |
23,834
+18
| +0.1% | +$2.21K | 1.48% | 16 |
|
|
2015
Q2 | $3.07M | Sell |
23,816
-12
| -0.1% | -$1.61K | 1.67% | 15 |
|
|
2015
Q1 | $3.29M | Buy |
+23,828
| New | +$3.28M | 1.7% | 16 |
|
Other funds holding MMM
Ropes Wealth Advisors's MMM Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its 3M (MMM) stake by 6.6% in Q3 2023, selling an estimated $166K and leaving 27,216 shares worth $2.13M. The position accounts for 0.41% of the portfolio, ranked #61.
Ropes Wealth Advisors first reported a position in MMM in Q1 2015 and has held it in 35 quarters since. The position peaked at $7.01M in Q4 2020. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.
- Ropes Wealth Advisors held 27,216 shares of 3M worth $2.13M as of Q3 2023.
- Ropes Wealth Advisors sold 1,935 3M shares in Q3 2023, an estimated $166K.
- 3M made up 0.41% of Ropes Wealth Advisors's portfolio in Q3 2023, its #61 holding.
- Ropes Wealth Advisors first reported a position in 3M in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's 3M position peaked at $7.01M in Q4 2020.
- 1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.