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SFMG Wealth Advisors’s 3M MMM Stock Holding History

SFMG 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
Q4 		– Sell
-2,248
Closed -$205K – 274
2022
Q3 		$205K Sell
2,248
-900
-29% -$98.7K 0.02% 219
2022
Q2 		$341K Buy
3,148
+87
+3% +$10.5K 0.04% 169
2022
Q1 		$381K Sell
3,061
-551
-15% -$73.3K 0.04% 173
2021
Q4 		$536K Buy
+3,612
New +$538K 0.05% 145
2021
Q3 		– Sell
-1,296
Closed -$215K – 270
2021
Q2 		$215K Buy
1,296
+10
+0.8% +$1.67K 0.02% 235
2021
Q1 		$207K Buy
+1,286
New +$193K 0.02% 221

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
Morgan Stanley
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

SFMG Wealth Advisors's MMM Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of 3M (MMM) in Q4 2022, closing a stake of 2,248 shares — an estimated $205K sold.

SFMG Wealth Advisors first reported a position in MMM in Q1 2021 and held it in 6 quarters. The position peaked at $536K in Q4 2021. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • SFMG Wealth Advisors reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,248 3M shares in Q4 2022, an estimated $205K.
  • SFMG Wealth Advisors first reported a position in 3M in Q1 2021 and held it in 6 quarters.
  • SFMG Wealth Advisors's 3M position peaked at $536K in Q4 2021.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.