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Wealthspire Advisors (Maryland)’s 3M MMM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.32M Sell
17,322
-3,753
-18% -$505K 0.08% 114
2020
Q2 		$2.75M Buy
21,075
+912
+5% +$115K 0.2% 79
2020
Q1 		$2.3M Sell
20,163
-1,198
-6% -$158K 0.2% 77
2019
Q4 		$3.15M Buy
21,361
+547
+3% +$76.6K 0.21% 73
2019
Q3 		$2.86M Sell
20,814
-1,323
-6% -$185K 0.21% 76
2019
Q2 		$3.21M Buy
22,137
+1,231
+6% +$189K 0.24% 68
2019
Q1 		$3.63M Buy
20,906
+1,745
+9% +$294K 0.27% 57
2018
Q4 		$3.05M Buy
19,161
+8
+0% +$1.33K 0.27% 56
2018
Q3 		$3.37M Sell
19,153
-131
-0.7% -$22.6K 0.28% 54
2018
Q2 		$3.17M Sell
19,284
-942
-5% -$161K 0.29% 54
2018
Q1 		$3.71M Sell
20,226
-1,095
-5% -$217K 0.35% 49
2017
Q4 		$4.2M Buy
21,321
+367
+2% +$70.6K 0.41% 43
2017
Q3 		$3.68M Sell
20,954
-600
-3% -$104K 0.4% 40
2017
Q2 		$3.75M Buy
21,554
+5,451
+34% +$912K 0.44% 36
2017
Q1 		$2.58M Buy
16,103
+893
+6% +$137K 0.37% 43
2016
Q4 		$2.27M Sell
15,210
-649
-4% -$93.7K 0.34% 45
2016
Q3 		$2.34M Sell
15,859
-182
-1% -$27.2K 0.36% 44
2016
Q2 		$2.35M Buy
16,041
+88
+0.6% +$12.4K 0.39% 44
2016
Q1 		$2.22M Sell
15,953
-242
-1% -$31.1K 0.39% 45
2015
Q4 		$2.04M Buy
+16,195
New +$2.08M 0.38% 44

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MMM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its 3M (MMM) stake by 18% in Q3 2020, selling an estimated $505K and leaving 17,322 shares worth $2.32M. The position accounts for 0.08% of the portfolio, ranked #114.

Wealthspire Advisors (Maryland) first reported a position in MMM in Q4 2015 and has held it in 20 quarters since. The position peaked at $4.2M in Q4 2017. 2,026 funds tracked by Wall St. Rank hold MMM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 17,322 shares of 3M worth $2.32M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 3,753 3M shares in Q3 2020, an estimated $505K.
  • 3M made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #114 holding.
  • Wealthspire Advisors (Maryland) first reported a position in 3M in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s 3M position peaked at $4.2M in Q4 2017.
  • 2,026 funds tracked by Wall St. Rank held 3M as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.