Safir Wealth Advisors’s 3M MMM Stock Holding History

Safir Wealth Advisors’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	-777	Closed	-$114K	–	30
2020 Q4	$114K	Buy	+777	New	+$110K	0.11%	17

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

Safir Wealth Advisors's MMM Position: Q1 2021 in Review

Safir Wealth Advisors sold out of 3M (MMM) in Q1 2021, closing a stake of 777 shares — an estimated $114K sold.

Safir Wealth Advisors first reported a position in MMM in Q4 2020 and held it in 1 quarter. The position peaked at $114K in Q4 2020. 2,254 funds tracked by Wall St. Rank hold MMM as of Q1 2021.

Safir Wealth Advisors reported no remaining 3M position as of Q1 2021 after selling out during the quarter.
Safir Wealth Advisors sold 777 3M shares in Q1 2021, an estimated $114K.
Safir Wealth Advisors first reported a position in 3M in Q4 2020 and held it in 1 quarter.
Safir Wealth Advisors's 3M position peaked at $114K in Q4 2020.
2,254 funds tracked by Wall St. Rank held 3M as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.