BWP
MMM icon

Bernardo Wealth Planning’s 3M MMM Stock Holding History

Bernardo Wealth Planning’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
Q1 		– Sell
-1,916
Closed -$280K – 118
2020
Q4 		$280K Buy
1,916
+343
+22% +$48.7K 0.11% 139
2020
Q3 		$210K Sell
1,573
-2
-0.1% -$269 0.09% 148
2020
Q2 		$205K Buy
+1,575
New +$198K 0.11% 134
2020
Q1 		– Sell
-2,896
Closed -$427K – 145
2019
Q4 		$427K Sell
2,896
-25
-0.9% -$3.5K 0.26% 94
2019
Q3 		$401K Buy
2,921
+119
+4% +$16.6K 0.29% 92
2019
Q2 		$406K Sell
2,802
-15
-0.5% -$2.31K 0.32% 85
2019
Q1 		$489K Buy
2,817
+240
+9% +$40.4K 0.39% 64
2018
Q4 		$411K Buy
+2,577
New +$428K 0.36% 68

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Bernardo Wealth Planning's MMM Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of 3M (MMM) in Q1 2021, closing a stake of 1,916 shares — an estimated $280K sold.

Bernardo Wealth Planning first reported a position in MMM in Q4 2018 and held it in 8 quarters. The position peaked at $489K in Q1 2019. 2,254 funds tracked by Wall St. Rank hold MMM as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining 3M position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 1,916 3M shares in Q1 2021, an estimated $280K.
  • Bernardo Wealth Planning first reported a position in 3M in Q4 2018 and held it in 8 quarters.
  • Bernardo Wealth Planning's 3M position peaked at $489K in Q1 2019.
  • 2,254 funds tracked by Wall St. Rank held 3M as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.