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One Charles Private Wealth Services’s 3M MMM Stock Holding History

One Charles Private Wealth Services’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
Q3 		– Sell
-1,307
Closed -$217K – 125
2021
Q2 		$217K Buy
+1,307
New +$218K 0.15% 106
2020
Q3 		– Sell
-1,564
Closed -$211K – 64
2020
Q2 		$211K Buy
+1,564
New +$197K 0.11% 85

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

One Charles Private Wealth Services's MMM Position: Q3 2021 in Review

One Charles Private Wealth Services sold out of 3M (MMM) in Q3 2021, closing a stake of 1,307 shares — an estimated $217K sold.

One Charles Private Wealth Services first reported a position in MMM in Q2 2020 and held it in 2 quarters. The position peaked at $217K in Q2 2021. 2,212 funds tracked by Wall St. Rank hold MMM as of Q3 2021.

  • One Charles Private Wealth Services reported no remaining 3M position as of Q3 2021 after selling out during the quarter.
  • One Charles Private Wealth Services sold 1,307 3M shares in Q3 2021, an estimated $217K.
  • One Charles Private Wealth Services first reported a position in 3M in Q2 2020 and held it in 2 quarters.
  • One Charles Private Wealth Services's 3M position peaked at $217K in Q2 2021.
  • 2,212 funds tracked by Wall St. Rank held 3M as of Q3 2021.

Based on One Charles Private Wealth Services's 13F filing for Q3 2021, filed 3 Nov 2021.