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Texas Capital Bank Wealth Management Services’s 3M MMM Stock Holding History

Texas Capital Bank Wealth Management Services’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
2023
Q4 		– Sell
-6,059
Closed -$474K – 215
2023
Q3 		$474K Sell
6,059
-250
-4% -$21.5K 0.06% 126
2023
Q2 		$528K Buy
6,309
+10
+0.2% +$849 0.06% 122
2023
Q1 		$554K Buy
+6,299
New +$594K 0.06% 114
2022
Q3 		– Sell
-3,319
Closed -$359K – 155
2022
Q2 		$359K Sell
3,319
-1,459
-31% -$176K 0.04% 104
2022
Q1 		$595K Sell
4,778
-242
-5% -$32.2K 0.05% 94
2021
Q4 		$746K Buy
5,020
+103
+2% +$15.3K 0.06% 91
2021
Q3 		$721K Sell
4,917
-91
-2% -$14.7K 0.07% 82
2021
Q2 		$832K Buy
5,008
+267
+6% +$44.6K 0.1% 79
2021
Q1 		$764K Buy
4,741
+256
+6% +$38.3K 0.11% 79
2020
Q4 		$655K Sell
4,485
-10,644
-70% -$1.51M 0.1% 78
2020
Q3 		$2.03M Buy
15,129
+10,693
+241% +$1.44M 0.33% 58
2020
Q2 		$579K Sell
4,436
-544
-11% -$68.5K 0.13% 71
2020
Q1 		$568K Buy
4,980
+143
+3% +$18.8K 0.16% 69
2019
Q4 		$713K Buy
+4,837
New +$677K 0.16% 76

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's MMM Position: Q4 2023 in Review

Texas Capital Bank Wealth Management Services sold out of 3M (MMM) in Q4 2023, closing a stake of 6,059 shares — an estimated $474K sold.

Texas Capital Bank Wealth Management Services first reported a position in MMM in Q4 2019 and held it in 14 quarters. The position peaked at $2.03M in Q3 2020. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

  • Texas Capital Bank Wealth Management Services reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
  • Texas Capital Bank Wealth Management Services sold 6,059 3M shares in Q4 2023, an estimated $474K.
  • Texas Capital Bank Wealth Management Services first reported a position in 3M in Q4 2019 and held it in 14 quarters.
  • Texas Capital Bank Wealth Management Services's 3M position peaked at $2.03M in Q3 2020.
  • 1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q4 2023, filed 8 Feb 2024.