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Private Wealth Advisors (Pennsylvania)’s 3M MMM Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020
Q4 		$1.08M Sell
7,398
-286
-4% -$40.6K 0.62% 37
2020
Q3 		$1.03M Sell
7,684
-113
-1% -$15.2K 0.66% 35
2020
Q2 		$1.02M Buy
7,797
+123
+2% +$15.5K 0.69% 35
2020
Q1 		$953K Sell
7,674
-293
-4% -$38.5K 0.72% 33
2019
Q4 		$1.1M Sell
7,967
-796
-9% -$111K 0.59% 49
2019
Q3 		$1.21M Sell
8,763
-966
-10% -$135K 0.61% 48
2019
Q2 		$1.41M Buy
9,729
+661
+7% +$102K 0.5% 53
2019
Q1 		$1.57M Buy
9,068
+80
+0.9% +$13.5K 0.59% 50
2018
Q4 		$1.43M Sell
8,988
-396
-4% -$65.7K 0.62% 46
2018
Q3 		$1.65M Buy
9,384
+3
+0% +$517 0.61% 46
2018
Q2 		$1.54M Buy
9,381
+916
+11% +$156K 0.61% 48
2018
Q1 		$1.55M Buy
8,465
+497
+6% +$98.5K 0.62% 49
2017
Q4 		$1.57M Buy
7,968
+29
+0.4% +$5.58K 0.61% 50
2017
Q3 		$1.39M Sell
7,939
-29
-0.4% -$5.03K 0.57% 54
2017
Q2 		$1.39M Sell
7,968
-45
-0.6% -$7.53K 0.59% 53
2017
Q1 		$1.28M Buy
8,013
+103
+1% +$15.8K 0.58% 55
2016
Q4 		$1.18M Sell
7,910
-207
-3% -$29.9K 0.55% 57
2016
Q3 		$1.2M Buy
8,117
+140
+2% +$20.9K 0.57% 50
2016
Q2 		$1.17M Buy
7,977
+8
+0.1% +$1.13K 0.57% 50
2016
Q1 		$1.11M Sell
7,969
-51
-0.6% -$6.55K 0.59% 52
2015
Q4 		$1.01M Sell
8,020
-253
-3% -$32.5K 0.57% 53
2015
Q3 		$981K Sell
8,273
-770
-9% -$94.7K 0.49% 60
2015
Q2 		$1.17M Buy
9,043
+2
+0% +$268 0.53% 56
2015
Q1 		$1.25M Buy
9,041
+3
+0% +$413 0.58% 52
2014
Q4 		$1.24M Buy
9,038
+1
+0% +$128 0.6% 49
2014
Q3 		$1.07M Buy
9,037
+2
+0% +$240 0.56% 60
2014
Q2 		$1.08M Sell
9,035
-333
-4% -$39.1K 0.56% 58
2014
Q1 		$1.06M Buy
9,368
+2
+0% +$222 0.58% 58
2013
Q4 		$1.1M Sell
9,366
-824
-8% -$87.8K 0.6% 56
2013
Q3 		$1.02M Buy
10,190
+1,041
+11% +$101K 0.6% 54
2013
Q2 		$837K Buy
+9,149
New +$831K 0.52% 60

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
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
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
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

Private Wealth Advisors (Pennsylvania)'s MMM Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its 3M (MMM) stake by 3.7% in Q4 2020, selling an estimated $40.6K and leaving 7,398 shares worth $1.08M. The position accounts for 0.62% of the portfolio, ranked #37.

Private Wealth Advisors (Pennsylvania) first reported a position in MMM in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.65M in Q3 2018. 2,193 funds tracked by Wall St. Rank hold MMM as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 7,398 shares of 3M worth $1.08M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 286 3M shares in Q4 2020, an estimated $40.6K.
  • 3M made up 0.62% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #37 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in 3M in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s 3M position peaked at $1.65M in Q3 2018.
  • 2,193 funds tracked by Wall St. Rank held 3M as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.