Strategic Wealth Management Group’s 3M MMM Stock Holding History

Strategic Wealth Management Group’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 Q2	$623K	Sell	3,752 -14	-0.4%	-$2.34K	0.23%	58
2021 Q1	$607K	Sell	3,766 -724	-16%	-$108K	0.23%	59
2020 Q4	$656K	Buy	4,490 +617	+16%	+$87.6K	0.28%	49
2020 Q3	$519K	Buy	3,873 +83	+2%	+$11.2K	0.25%	53
2020 Q2	$494K	Buy	3,790 +328	+9%	+$41.3K	0.29%	48
2020 Q1	$395K	Sell	3,462 -173	-5%	-$22.8K	0.29%	45
2019 Q4	$536K	Buy	3,635 +198	+6%	+$27.7K	0.35%	38
2019 Q3	$472K	Sell	3,437 -101	-3%	-$14.1K	0.34%	41
2019 Q2	$513K	Sell	3,538 -107	-3%	-$16.5K	0.39%	38
2019 Q1	$633K	Buy	3,645 +1	+0%	+$168	0.52%	34
2018 Q4	$581K	Buy	+3,644	New	+$605K	0.56%	33

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

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

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

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Strategic Wealth Management Group's MMM Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its 3M (MMM) stake by 0.37% in Q2 2021, selling an estimated $2.34K and leaving 3,752 shares worth $623K. The position accounts for 0.23% of the portfolio, ranked #58.

Strategic Wealth Management Group first reported a position in MMM in Q4 2018 and has held it in 11 quarters since. The position peaked at $656K in Q4 2020. 2,278 funds tracked by Wall St. Rank hold MMM as of Q2 2021.

Strategic Wealth Management Group held 3,752 shares of 3M worth $623K as of Q2 2021.
Strategic Wealth Management Group sold 14 3M shares in Q2 2021, an estimated $2.34K.
3M made up 0.23% of Strategic Wealth Management Group's portfolio in Q2 2021, its #58 holding.
Strategic Wealth Management Group first reported a position in 3M in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's 3M position peaked at $656K in Q4 2020.
2,278 funds tracked by Wall St. Rank held 3M as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.