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Personal Wealth Partners’s 3M MMM Stock Holding History

Personal 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
2021
Q3 		– Sell
-5,217
Closed -$866K – 272
2021
Q2 		$866K Buy
5,217
+3,974
+320% +$663K 0.35% 35
2021
Q1 		$200K Buy
+1,243
New +$186K 0.09% 77
2020
Q2 		– Sell
-2,020
Closed -$231K – 67
2020
Q1 		$231K Sell
2,020
-571
-22% -$75.1K 0.14% 56
2019
Q4 		$382K Buy
2,591
+192
+8% +$26.9K 0.16% 46
2019
Q3 		$330K Buy
2,399
+25
+1% +$3.5K 0.15% 52
2019
Q2 		$344K Hold
2,374
– – 0.16% 44
2019
Q1 		$412K Buy
2,374
+90
+4% +$15.2K 0.22% 41
2018
Q4 		$364K Buy
+2,284
New +$379K 0.23% 28

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

Personal Wealth Partners's MMM Position: Q3 2021 in Review

Personal Wealth Partners sold out of 3M (MMM) in Q3 2021, closing a stake of 5,217 shares — an estimated $866K sold.

Personal Wealth Partners first reported a position in MMM in Q4 2018 and held it in 8 quarters. The position peaked at $866K in Q2 2021. 2,212 funds tracked by Wall St. Rank hold MMM as of Q3 2021.

  • Personal Wealth Partners reported no remaining 3M position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 5,217 3M shares in Q3 2021, an estimated $866K.
  • Personal Wealth Partners first reported a position in 3M in Q4 2018 and held it in 8 quarters.
  • Personal Wealth Partners's 3M position peaked at $866K in Q2 2021.
  • 2,212 funds tracked by Wall St. Rank held 3M as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.