Selective Wealth Management’s 3M MMM Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-1,607	Closed	-$149K	–	488
2022 Q3	$149K	Hold	1,607	–	–	0.06%	160
2022 Q2	$174K	Hold	1,607	–	–	0.06%	154
2022 Q1	$200K	Hold	1,607	–	–	0.07%	135
2021 Q4	$239K	Hold	1,607	–	–	0.1%	108
2021 Q3	$236K	Sell	1,607 -1,675	-51%	-$271K	0.13%	92
2021 Q2	$545K	Buy	3,282 +1,617	+97%	+$270K	0.43%	30
2021 Q1	$268K	Buy	1,665 +335	+25%	+$50.1K	0.24%	44
2020 Q4	$194K	Buy	1,330 +239	+22%	+$33.9K	0.13%	61
2020 Q3	$146K	Hold	1,091	–	–	0.11%	61
2020 Q2	$142K	Buy	1,091 +699	+178%	+$88.1K	0.12%	61
2020 Q1	$45K	Hold	392	–	–	0.07%	67
2019 Q4	$58K	Hold	392	–	–	0.07%	69
2019 Q3	$54K	Buy	+392	New	+$54.8K	0.07%	76
2018 Q3	$42K	Buy	+239	New	+$41.2K	0.5%	37

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Selective Wealth Management's MMM Position: Q4 2022 in Review

Selective Wealth Management sold out of 3M (MMM) in Q4 2022, closing a stake of 1,607 shares — an estimated $149K sold.

Selective Wealth Management first reported a position in MMM in Q3 2018 and held it in 14 quarters. The position peaked at $545K in Q2 2021. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

Selective Wealth Management reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,607 3M shares in Q4 2022, an estimated $149K.
Selective Wealth Management first reported a position in 3M in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's 3M position peaked at $545K in Q2 2021.
2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.