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Wela Strategies’s 3M MMM Stock Holding History

Wela Strategies’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
-1,868
Closed -$310K – 45
2021
Q2 		$310K Buy
1,868
+48
+3% +$8.01K 0.13% 34
2021
Q1 		$293K Buy
1,820
+216
+13% +$32.3K 0.16% 33
2020
Q4 		$234K Sell
1,604
-92
-5% -$13.1K 0.13% 38
2020
Q3 		$227K Buy
+1,696
New +$228K 0.14% 37

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

Wela Strategies's MMM Position: Q3 2021 in Review

Wela Strategies sold out of 3M (MMM) in Q3 2021, closing a stake of 1,868 shares — an estimated $310K sold.

Wela Strategies first reported a position in MMM in Q3 2020 and held it in 4 quarters. The position peaked at $310K in Q2 2021. 2,212 funds tracked by Wall St. Rank hold MMM as of Q3 2021.

  • Wela Strategies reported no remaining 3M position as of Q3 2021 after selling out during the quarter.
  • Wela Strategies sold 1,868 3M shares in Q3 2021, an estimated $310K.
  • Wela Strategies first reported a position in 3M in Q3 2020 and held it in 4 quarters.
  • Wela Strategies's 3M position peaked at $310K in Q2 2021.
  • 2,212 funds tracked by Wall St. Rank held 3M as of Q3 2021.

Based on Wela Strategies's 13F filing for Q3 2021, filed 13 Oct 2021.