Planned Solutions’s 3M MMM Stock Holding History

Planned Solutions’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	-478	Closed	-$70K	–	276
2020 Q4	$70K	Hold	478	–	–	0.06%	148
2020 Q3	$64K	Buy	+478	New	+$64.3K	0.06%	118

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planned Solutions's MMM Position: Q1 2021 in Review

Planned Solutions sold out of 3M (MMM) in Q1 2021, closing a stake of 478 shares — an estimated $70K sold.

Planned Solutions first reported a position in MMM in Q3 2020 and held it in 2 quarters. The position peaked at $70K in Q4 2020. 2,254 funds tracked by Wall St. Rank hold MMM as of Q1 2021.

Planned Solutions reported no remaining 3M position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 478 3M shares in Q1 2021, an estimated $70K.
Planned Solutions first reported a position in 3M in Q3 2020 and held it in 2 quarters.
Planned Solutions's 3M position peaked at $70K in Q4 2020.
2,254 funds tracked by Wall St. Rank held 3M as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.