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WealthSource Partners’s 3M MMM Stock Holding History

WealthSource Partners’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
Q2 		– Sell
-2,158
Closed -$269K – 569
2022
Q1 		$269K Sell
2,158
-104
-5% -$13.8K 0.02% 477
2021
Q4 		$336K Sell
2,262
-131
-5% -$19.5K 0.03% 405
2021
Q3 		$351K Buy
2,393
+155
+7% +$25.1K 0.03% 354
2021
Q2 		$372K Buy
2,238
+424
+23% +$70.8K 0.03% 323
2021
Q1 		$292K Buy
1,814
+425
+31% +$63.6K 0.03% 340
2020
Q4 		$203K Buy
+1,389
New +$197K 0.02% 361
2020
Q2 		– Sell
-1,902
Closed -$217K – 377
2020
Q1 		$217K Sell
1,902
-136
-7% -$17.9K 0.03% 290
2019
Q4 		$301K Sell
2,038
-1,580
-44% -$221K 0.04% 310
2019
Q3 		$497K Buy
3,618
+519
+17% +$72.6K 0.07% 239
2019
Q2 		$449K Buy
3,099
+336
+12% +$51.7K 0.07% 258
2019
Q1 		$480K Buy
2,763
+830
+43% +$140K 0.11% 175
2018
Q4 		$308K Buy
1,933
+226
+13% +$37.5K 0.09% 208
2018
Q3 		$301K Buy
1,707
+125
+8% +$21.5K 0.08% 221
2018
Q2 		$260K Buy
+1,582
New +$270K 0.07% 230
2018
Q1 		– Sell
-1,057
Closed -$208K – 315
2017
Q4 		$208K Sell
1,057
-199
-16% -$38.3K 0.06% 278
2017
Q3 		$220K Sell
1,256
-245
-16% -$42.5K 0.07% 258
2017
Q2 		$261K Buy
+1,501
New +$251K 0.09% 221
2016
Q4 		– Sell
-1,708
Closed -$252K – 276
2016
Q3 		$252K Sell
1,708
-960
-36% -$143K 0.09% 204
2016
Q2 		$391K Buy
2,668
+677
+34% +$95.5K 0.15% 144
2016
Q1 		$277K Buy
+1,991
New +$256K 0.11% 165

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
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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WealthSource Partners's MMM Position: Q2 2022 in Review

WealthSource Partners sold out of 3M (MMM) in Q2 2022, closing a stake of 2,158 shares — an estimated $269K sold.

WealthSource Partners first reported a position in MMM in Q1 2016 and held it in 20 quarters. The position peaked at $497K in Q3 2019. 2,184 funds tracked by Wall St. Rank hold MMM as of Q2 2022.

  • WealthSource Partners reported no remaining 3M position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 2,158 3M shares in Q2 2022, an estimated $269K.
  • WealthSource Partners first reported a position in 3M in Q1 2016 and held it in 20 quarters.
  • WealthSource Partners's 3M position peaked at $497K in Q3 2019.
  • 2,184 funds tracked by Wall St. Rank held 3M as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.