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Acorn Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Acorn Wealth Advisors’s Portfolio FCX Stock Details FCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,175
Closed -$20K – 214
2018
Q2 		$20K Hold
1,175
– – 0.02% 389
2018
Q1 		$18K Buy
1,175
+600
+104% +$11.3K 0.02% 407
2017
Q4 		$11K Buy
+575
New +$8.68K 0.01% 473

Other funds holding FCX

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acorn Wealth Advisors's FCX Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Freeport-McMoran (FCX) in Q3 2018, closing a stake of 1,175 shares — an estimated $20K sold.

Acorn Wealth Advisors first reported a position in FCX in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q2 2018. 755 funds tracked by Wall St. Rank hold FCX as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Freeport-McMoran position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,175 Freeport-McMoran shares in Q3 2018, an estimated $20K.
  • Acorn Wealth Advisors first reported a position in Freeport-McMoran in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Freeport-McMoran position peaked at $20K in Q2 2018.
  • 755 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.