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Avantax Planning Partners’s Freeport-McMoran FCX Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-1,311
Closed -$18K – 580
2018
Q3 		$18K Buy
+1,311
New +$19.8K ﹤0.01% 728
2018
Q2 		– Sell
-1,507
Closed -$26K – 630
2018
Q1 		$26K Buy
+1,507
New +$28.3K ﹤0.01% 686

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Planning Partners's FCX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Freeport-McMoran (FCX) in Q4 2018, closing a stake of 1,311 shares — an estimated $18K sold.

Avantax Planning Partners first reported a position in FCX in Q1 2018 and held it in 2 quarters. The position peaked at $26K in Q1 2018. 766 funds tracked by Wall St. Rank hold FCX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Freeport-McMoran position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,311 Freeport-McMoran shares in Q4 2018, an estimated $18K.
  • Avantax Planning Partners first reported a position in Freeport-McMoran in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Freeport-McMoran position peaked at $26K in Q1 2018.
  • 766 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.