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Souders Financial Advisors’s 3M MMM Stock Holding History

Souders Financial 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
2021
Q4 		– Sell
-5,248
Closed -$770K – 139
2021
Q3 		$770K Buy
5,248
+773
+17% +$125K 0.25% 79
2021
Q2 		$743K Buy
4,475
+526
+13% +$87.8K 0.25% 79
2021
Q1 		$636K Buy
+3,949
New +$591K 0.25% 77

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Souders Financial Advisors's MMM Position: Q4 2021 in Review

Souders Financial Advisors sold out of 3M (MMM) in Q4 2021, closing a stake of 5,248 shares — an estimated $770K sold.

Souders Financial Advisors first reported a position in MMM in Q1 2021 and held it in 3 quarters. The position peaked at $770K in Q3 2021. 2,353 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

  • Souders Financial Advisors reported no remaining 3M position as of Q4 2021 after selling out during the quarter.
  • Souders Financial Advisors sold 5,248 3M shares in Q4 2021, an estimated $770K.
  • Souders Financial Advisors first reported a position in 3M in Q1 2021 and held it in 3 quarters.
  • Souders Financial Advisors's 3M position peaked at $770K in Q3 2021.
  • 2,353 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on Souders Financial Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.