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YorkBridge Wealth Partners’s 3M MMM Stock Holding History

YorkBridge Wealth 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
Q4 		$1.16M Sell
11,522
-150
-1% -$15.3K 0.29% 80
2022
Q3 		$1.08M Sell
11,672
-476
-4% -$52.2K 0.28% 76
2022
Q2 		$1.31M Sell
12,148
-42
-0.3% -$5.08K 0.34% 67
2022
Q1 		$1.52M Buy
12,190
+6
+0% +$798 0.33% 65
2021
Q4 		$1.81M Sell
12,184
-120
-1% -$17.9K 0.41% 60
2021
Q3 		$1.8M Sell
12,304
-44
-0.4% -$7.13K 0.45% 60
2021
Q2 		$2.05M Buy
12,348
+4
+0% +$668 0.54% 52
2021
Q1 		$1.99M Sell
12,344
-1,432
-10% -$214K 0.59% 50
2020
Q4 		$2.01M Sell
13,776
-175
-1% -$24.8K 0.67% 43
2020
Q3 		$1.87M Sell
13,951
-616
-4% -$82.9K 0.78% 37
2020
Q2 		$1.9M Sell
14,567
-101
-0.7% -$12.7K 0.87% 32
2020
Q1 		$1.67M Sell
14,668
-1,336
-8% -$176K 1.03% 27
2019
Q4 		$2.36M Sell
16,004
-97
-0.6% -$13.6K 1.08% 23
2019
Q3 		$2.21M Sell
16,101
-2,988
-16% -$418K 1.12% 21
2019
Q2 		$2.77M Sell
19,089
-572
-3% -$88.1K 1.23% 13
2019
Q1 		$3.42M Buy
19,661
+13
+0.1% +$2.19K 1.57% 10
2018
Q4 		$3.13M Sell
19,648
-24
-0.1% -$3.98K 1.66% 10
2018
Q3 		$3.49M Sell
19,672
-539
-3% -$92.8K 1.6% 10
2018
Q2 		$3.32M Buy
20,211
+204
+1% +$34.8K 1.46% 14
2018
Q1 		$3.62M Buy
20,007
+83
+0.4% +$16.4K 1.67% 7
2017
Q4 		$3.85M Buy
19,924
+2,748
+16% +$529K 1.86% 6
2017
Q3 		$3.01M Sell
17,176
-949
-5% -$164K 1.56% 11
2017
Q2 		$3.18M Sell
18,125
-73
-0.4% -$12.2K 1.69% 6
2017
Q1 		$2.99M Buy
18,198
+789
+5% +$121K 1.56% 11
2016
Q4 		$2.52M Buy
+17,409
New +$2.51M 1.49% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

YorkBridge Wealth Partners's MMM Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its 3M (MMM) stake by 1.3% in Q4 2022, selling an estimated $15.3K and leaving 11,522 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #80.

YorkBridge Wealth Partners first reported a position in MMM in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.85M in Q4 2017. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • YorkBridge Wealth Partners held 11,522 shares of 3M worth $1.16M as of Q4 2022.
  • YorkBridge Wealth Partners sold 150 3M shares in Q4 2022, an estimated $15.3K.
  • 3M made up 0.29% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #80 holding.
  • YorkBridge Wealth Partners first reported a position in 3M in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's 3M position peaked at $3.85M in Q4 2017.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.