Three Bridge Wealth Advisors’s 3M MMM Stock Holding History

Three Bridge 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 Q3	–	Sell	-5,988	Closed	-$612K	–	89
2024 Q2	$612K	Sell	5,988 -1,396	-19%	-$136K	0.24%	53
2024 Q1	$655K	Buy	7,384 +4,288	+139%	+$356K	0.26%	56
2023 Q4	$283K	Sell	3,096 -4,983	-62%	-$400K	0.1%	75
2023 Q3	$632K	Buy	8,079 +3,448	+74%	+$296K	0.26%	56
2023 Q2	$388K	Sell	4,631 -190	-4%	-$16.1K	0.16%	65
2023 Q1	$424K	Buy	4,821 +1,388	+40%	+$131K	0.2%	58
2022 Q4	$344K	Sell	3,433 -1,634	-32%	-$167K	0.18%	58
2022 Q3	$468K	Sell	5,067 -110	-2%	-$12.1K	0.24%	56
2022 Q2	$560K	Sell	5,177 -539	-9%	-$65.1K	0.27%	55
2022 Q1	$711K	Buy	+5,716	New	+$760K	0.2%	52

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Three Bridge Wealth Advisors's MMM Position: Q3 2024 in Review

Three Bridge Wealth Advisors sold out of 3M (MMM) in Q3 2024, closing a stake of 5,988 shares — an estimated $612K sold.

Three Bridge Wealth Advisors first reported a position in MMM in Q1 2022 and held it in 10 quarters. The position peaked at $711K in Q1 2022. 2,084 funds tracked by Wall St. Rank hold MMM as of Q3 2024.

Three Bridge Wealth Advisors reported no remaining 3M position as of Q3 2024 after selling out during the quarter.
Three Bridge Wealth Advisors sold 5,988 3M shares in Q3 2024, an estimated $612K.
Three Bridge Wealth Advisors first reported a position in 3M in Q1 2022 and held it in 10 quarters.
Three Bridge Wealth Advisors's 3M position peaked at $711K in Q1 2022.
2,084 funds tracked by Wall St. Rank held 3M as of Q3 2024.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.