Traverso Chambers Private Wealth Management’s 3M MMM Stock Holding History

Traverso Chambers Private 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
2023 Q4	$312K	Hold	3,415	–	–	0.08%	100
2023 Q3	$267K	Hold	3,415	–	–	0.07%	96
2023 Q2	$286K	Hold	3,415	–	–	0.08%	95
2023 Q1	$300K	Sell	3,415 -1,231	-26%	-$116K	0.08%	91
2022 Q4	$466K	Buy	4,646 +1,827	+65%	+$186K	0.13%	74
2022 Q3	$260K	Hold	2,819	–	–	0.08%	94
2022 Q2	$305K	Hold	2,819	–	–	0.1%	83
2022 Q1	$351K	Buy	2,819 +7	+0.2%	+$931	0.1%	86
2021 Q4	$418K	Hold	2,812	–	–	0.12%	76
2021 Q3	$412K	Hold	2,812	–	–	0.13%	75
2021 Q2	$467K	Hold	2,812	–	–	0.15%	70
2021 Q1	$453K	Buy	2,812 +120	+4%	+$18K	0.15%	69
2020 Q4	$393K	Hold	2,692	–	–	0.14%	73
2020 Q3	$361K	Hold	2,692	–	–	0.14%	70
2020 Q2	$351K	Buy	2,692 +119	+5%	+$15K	0.15%	67
2020 Q1	$294K	Hold	2,573	–	–	0.14%	73
2019 Q4	$379K	Sell	2,573 -79	-3%	-$11.1K	0.16%	68
2019 Q3	$364K	Sell	2,652 -64	-2%	-$8.95K	0.17%	66
2019 Q2	$395K	Hold	2,716	–	–	0.19%	64
2019 Q1	$472K	Hold	2,716	–	–	0.23%	57
2018 Q4	$433K	Buy	+2,716	New	+$451K	0.23%	55

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Traverso Chambers Private Wealth Management's MMM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its 3M (MMM) position steady in Q4 2023 at 3,415 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #100.

Traverso Chambers Private Wealth Management first reported a position in MMM in Q4 2018 and has held it in 21 quarters since. The position peaked at $472K in Q1 2019. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

Traverso Chambers Private Wealth Management held 3,415 shares of 3M worth $312K as of Q4 2023.
Traverso Chambers Private Wealth Management left its 3M share count unchanged in Q4 2023.
3M made up 0.08% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #100 holding.
Traverso Chambers Private Wealth Management first reported a position in 3M in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's 3M position peaked at $472K in Q1 2019.
1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.