Smith Salley Wealth Management’s 3M MMM Stock Holding History

Smith Salley 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 Q3	–	Sell	-16,044	Closed	-$1.74M	–	224
2022 Q2	$1.74M	Buy	16,044 +461	+3%	+$55.7K	0.15%	109
2022 Q1	$1.94M	Sell	15,583 -6,611	-30%	-$879K	0.15%	107
2021 Q4	$3.3M	Buy	22,194 +350	+2%	+$52.1K	0.23%	86
2021 Q3	$3.2M	Buy	21,844 +845	+4%	+$137K	0.25%	81
2021 Q2	$3.49M	Sell	20,999 -470	-2%	-$78.4K	0.28%	75
2021 Q1	$3.46M	Buy	21,469 +1,254	+6%	+$188K	0.31%	70
2020 Q4	$2.95M	Buy	20,215 +6,673	+49%	+$947K	0.3%	70
2020 Q3	$1.81M	Buy	13,542 +165	+1%	+$22.2K	0.22%	85
2020 Q2	$1.75M	Buy	13,377 +911	+7%	+$115K	0.23%	80
2020 Q1	$1.42M	Buy	+12,466	New	+$1.64M	0.24%	81

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smith Salley Wealth Management's MMM Position: Q3 2022 in Review

Smith Salley Wealth Management sold out of 3M (MMM) in Q3 2022, closing a stake of 16,044 shares — an estimated $1.74M sold.

Smith Salley Wealth Management first reported a position in MMM in Q1 2020 and held it in 10 quarters. The position peaked at $3.49M in Q2 2021. 2,022 funds tracked by Wall St. Rank hold MMM as of Q3 2022.

Smith Salley Wealth Management reported no remaining 3M position as of Q3 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 16,044 3M shares in Q3 2022, an estimated $1.74M.
Smith Salley Wealth Management first reported a position in 3M in Q1 2020 and held it in 10 quarters.
Smith Salley Wealth Management's 3M position peaked at $3.49M in Q2 2021.
2,022 funds tracked by Wall St. Rank held 3M as of Q3 2022.

Based on Smith Salley Wealth Management's 13F filing for Q3 2022, filed 1 Nov 2022.