WESPAC Advisors SoCal’s 3M MMM Stock Holding History

WESPAC Advisors SoCal’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
2021 Q4	–	Sell	-45,188	Closed	-$6.72M	–	83
2021 Q3	$6.72M	Buy	45,188 +2,142	+5%	+$347K	2.2%	22
2021 Q2	$7.15M	Buy	43,046 +4,892	+13%	+$816K	2.37%	22
2021 Q1	$6.15M	Buy	+38,154	New	+$5.71M	2.41%	19
2016 Q4	–	Sell	-102	Closed	-$15K	–	275
2016 Q3	$15K	Hold	102	–	–	0.01%	167
2016 Q2	$14.9K	Buy	+102	New	+$14.4K	0.01%	175

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WESPAC Advisors SoCal's MMM Position: Q4 2021 in Review

WESPAC Advisors SoCal sold out of 3M (MMM) in Q4 2021, closing a stake of 45,188 shares — an estimated $6.72M sold.

WESPAC Advisors SoCal first reported a position in MMM in Q2 2016 and held it in 5 quarters. The position peaked at $7.15M in Q2 2021. 2,354 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

WESPAC Advisors SoCal reported no remaining 3M position as of Q4 2021 after selling out during the quarter.
WESPAC Advisors SoCal sold 45,188 3M shares in Q4 2021, an estimated $6.72M.
WESPAC Advisors SoCal first reported a position in 3M in Q2 2016 and held it in 5 quarters.
WESPAC Advisors SoCal's 3M position peaked at $7.15M in Q2 2021.
2,354 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2021, filed 2 Feb 2022.