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ShankerValleau Wealth Advisors’s 3M MMM Stock Holding History

ShankerValleau 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
2024
Q4 		– Sell
-1,551
Closed -$212K – 38
2024
Q3 		$212K Buy
+1,551
New +$190K 0.07% 29

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

ShankerValleau Wealth Advisors's MMM Position: Q4 2024 in Review

ShankerValleau Wealth Advisors sold out of 3M (MMM) in Q4 2024, closing a stake of 1,551 shares — an estimated $212K sold.

ShankerValleau Wealth Advisors first reported a position in MMM in Q3 2024 and held it in 1 quarter. The position peaked at $212K in Q3 2024. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

  • ShankerValleau Wealth Advisors reported no remaining 3M position as of Q4 2024 after selling out during the quarter.
  • ShankerValleau Wealth Advisors sold 1,551 3M shares in Q4 2024, an estimated $212K.
  • ShankerValleau Wealth Advisors first reported a position in 3M in Q3 2024 and held it in 1 quarter.
  • ShankerValleau Wealth Advisors's 3M position peaked at $212K in Q3 2024.
  • 2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on ShankerValleau Wealth Advisors's 13F filing for Q4 2024, filed 6 Jan 2025.