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Alterna Wealth Management’s Freeport-McMoran FCX Stock Holding History

Alterna Wealth Management’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
2019
Q3 		– Sell
-14,350
Closed -$167K – 119
2019
Q2 		$167K Sell
14,350
-158,630
-92% -$1.85M 0.2% 89
2019
Q1 		$2.23M Sell
172,980
-78,005
-31% -$944K 1.89% 16
2018
Q4 		$2.59M Buy
+250,985
New +$2.93M 0.42% 40

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Alterna Wealth Management's FCX Position: Q3 2019 in Review

Alterna Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2019, closing a stake of 14,350 shares — an estimated $167K sold.

Alterna Wealth Management first reported a position in FCX in Q4 2018 and held it in 3 quarters. The position peaked at $2.59M in Q4 2018. 659 funds tracked by Wall St. Rank hold FCX as of Q3 2019.

  • Alterna Wealth Management reported no remaining Freeport-McMoran position as of Q3 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 14,350 Freeport-McMoran shares in Q3 2019, an estimated $167K.
  • Alterna Wealth Management first reported a position in Freeport-McMoran in Q4 2018 and held it in 3 quarters.
  • Alterna Wealth Management's Freeport-McMoran position peaked at $2.59M in Q4 2018.
  • 659 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2019.

Based on Alterna Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.