TCWP’s 3M MMM Stock Holding History

TCWP’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	-2,202	Closed	-$203K	–	283
2022 Q3	$203K	Sell	2,202 -208	-9%	-$22.8K	0.04%	258
2022 Q2	$260K	Buy	2,410 +268	+13%	+$32.4K	0.06%	223
2022 Q1	$266K	Buy	2,142 +178	+9%	+$23.7K	0.05%	236
2021 Q4	$291K	Buy	+1,964	New	+$293K	0.06%	206

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

TCWP's MMM Position: Q4 2022 in Review

TCWP sold out of 3M (MMM) in Q4 2022, closing a stake of 2,202 shares — an estimated $203K sold.

TCWP first reported a position in MMM in Q4 2021 and held it in 4 quarters. The position peaked at $291K in Q4 2021. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

TCWP reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
TCWP sold 2,202 3M shares in Q4 2022, an estimated $203K.
TCWP first reported a position in 3M in Q4 2021 and held it in 4 quarters.
TCWP's 3M position peaked at $291K in Q4 2021.
2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.