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BT Wealth Management’s 3M MMM Stock Holding History

BT Wealth Management’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
-1,906
Closed -$279K – 68
2020
Q4 		$279K Sell
1,906
-61
-3% -$8.66K 0.1% 50
2020
Q3 		$264K Buy
1,967
+64
+3% +$8.61K 0.11% 49
2020
Q2 		$248K Sell
1,903
-598
-24% -$75.4K 0.13% 44
2020
Q1 		$285K Buy
+2,501
New +$329K 0.16% 42

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

BT Wealth Management's MMM Position: Q1 2021 in Review

BT Wealth Management sold out of 3M (MMM) in Q1 2021, closing a stake of 1,906 shares — an estimated $279K sold.

BT Wealth Management first reported a position in MMM in Q1 2020 and held it in 4 quarters. The position peaked at $285K in Q1 2020. 2,254 funds tracked by Wall St. Rank hold MMM as of Q1 2021.

  • BT Wealth Management reported no remaining 3M position as of Q1 2021 after selling out during the quarter.
  • BT Wealth Management sold 1,906 3M shares in Q1 2021, an estimated $279K.
  • BT Wealth Management first reported a position in 3M in Q1 2020 and held it in 4 quarters.
  • BT Wealth Management's 3M position peaked at $285K in Q1 2020.
  • 2,254 funds tracked by Wall St. Rank held 3M as of Q1 2021.

Based on BT Wealth Management's 13F filing for Q1 2021, filed 6 May 2021.