PWM
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PRW Wealth Management’s 3M MMM Stock Holding History

PRW 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
Q3 		– Sell
-5,900
Closed -$980K – 216
2021
Q2 		$980K Buy
+5,900
New +$985K 0.29% 102
2019
Q2 		– Sell
-665
Closed -$116K – 430
2019
Q1 		$116K Sell
665
-124
-16% -$20.9K 0.11% 70
2018
Q4 		$127K Buy
+789
New +$131K 0.16% 77

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

PRW Wealth Management's MMM Position: Q3 2021 in Review

PRW Wealth Management sold out of 3M (MMM) in Q3 2021, closing a stake of 5,900 shares — an estimated $980K sold.

PRW Wealth Management first reported a position in MMM in Q4 2018 and held it in 3 quarters. The position peaked at $980K in Q2 2021. 2,212 funds tracked by Wall St. Rank hold MMM as of Q3 2021.

  • PRW Wealth Management reported no remaining 3M position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 5,900 3M shares in Q3 2021, an estimated $980K.
  • PRW Wealth Management first reported a position in 3M in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's 3M position peaked at $980K in Q2 2021.
  • 2,212 funds tracked by Wall St. Rank held 3M as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.