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Engrave Wealth Partners’s 3M MMM Stock Holding History

Engrave 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
2020
Q3 		– Sell
-226
Closed -$29K – 287
2020
Q2 		$29K Hold
226
– – 0.03% 150
2020
Q1 		$25K Sell
226
-40
-15% -$5.26K 0.03% 142
2019
Q4 		$39K Buy
+266
New +$37.3K 0.04% 151

Other funds holding MMM

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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

Engrave Wealth Partners's MMM Position: Q3 2020 in Review

Engrave Wealth Partners sold out of 3M (MMM) in Q3 2020, closing a stake of 226 shares — an estimated $29K sold.

Engrave Wealth Partners first reported a position in MMM in Q4 2019 and held it in 3 quarters. The position peaked at $39K in Q4 2019. 2,026 funds tracked by Wall St. Rank hold MMM as of Q3 2020.

  • Engrave Wealth Partners reported no remaining 3M position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 226 3M shares in Q3 2020, an estimated $29K.
  • Engrave Wealth Partners first reported a position in 3M in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's 3M position peaked at $39K in Q4 2019.
  • 2,026 funds tracked by Wall St. Rank held 3M as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.