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Legacy Wealth Partners (California)’s 3M MMM Stock Holding History

Legacy Wealth Partners (California)’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
-1,453
Closed -$212K – 94
2020
Q4 		$212K Buy
+1,453
New +$206K 0.13% 88
2020
Q2 		– Sell
-2,467
Closed -$282K – 108
2020
Q1 		$282K Buy
+2,467
New +$325K 0.26% 70

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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

Legacy Wealth Partners (California)'s MMM Position: Q1 2021 in Review

Legacy Wealth Partners (California) sold out of 3M (MMM) in Q1 2021, closing a stake of 1,453 shares — an estimated $212K sold.

Legacy Wealth Partners (California) first reported a position in MMM in Q1 2020 and held it in 2 quarters. The position peaked at $282K in Q1 2020. 2,254 funds tracked by Wall St. Rank hold MMM as of Q1 2021.

  • Legacy Wealth Partners (California) reported no remaining 3M position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 1,453 3M shares in Q1 2021, an estimated $212K.
  • Legacy Wealth Partners (California) first reported a position in 3M in Q1 2020 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s 3M position peaked at $282K in Q1 2020.
  • 2,254 funds tracked by Wall St. Rank held 3M as of Q1 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2021, filed 12 May 2021.