OPWM
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Oakwell Private Wealth Management’s 3M MMM Stock Holding History

Oakwell Private 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
Q2 		– Sell
-2,686
Closed -$433K – 64
2021
Q1 		$433K Buy
2,686
+97
+4% +$14.5K 0.31% 42
2020
Q4 		$378K Buy
+2,589
New +$368K 0.3% 43

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oakwell Private Wealth Management's MMM Position: Q2 2021 in Review

Oakwell Private Wealth Management sold out of 3M (MMM) in Q2 2021, closing a stake of 2,686 shares — an estimated $433K sold.

Oakwell Private Wealth Management first reported a position in MMM in Q4 2020 and held it in 2 quarters. The position peaked at $433K in Q1 2021. 2,279 funds tracked by Wall St. Rank hold MMM as of Q2 2021.

  • Oakwell Private Wealth Management reported no remaining 3M position as of Q2 2021 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 2,686 3M shares in Q2 2021, an estimated $433K.
  • Oakwell Private Wealth Management first reported a position in 3M in Q4 2020 and held it in 2 quarters.
  • Oakwell Private Wealth Management's 3M position peaked at $433K in Q1 2021.
  • 2,279 funds tracked by Wall St. Rank held 3M as of Q2 2021.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.