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Bernardo Wealth Planning’s Freeport-McMoran FCX Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-23,586
Closed -$613K – 99
2020
Q4 		$613K Buy
23,586
+1,174
+5% +$24.4K 0.24% 85
2020
Q3 		$350K Sell
22,412
-1,000
-4% -$14.4K 0.16% 105
2020
Q2 		$270K Sell
23,412
-1,981
-8% -$18.2K 0.14% 115
2020
Q1 		$171K Sell
25,393
-220
-0.9% -$2.3K 0.12% 128
2019
Q4 		$336K Sell
25,613
-11,681
-31% -$128K 0.2% 114
2019
Q3 		$356K Buy
37,294
+4,439
+14% +$45.6K 0.26% 107
2019
Q2 		$381K Buy
32,855
+5
+0% +$58 0.3% 92
2019
Q1 		$423K Sell
32,850
-2,500
-7% -$30.2K 0.34% 80
2018
Q4 		$364K Buy
+35,350
New +$412K 0.32% 84

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Bernardo Wealth Planning's FCX Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Freeport-McMoran (FCX) in Q1 2021, closing a stake of 23,586 shares — an estimated $613K sold.

Bernardo Wealth Planning first reported a position in FCX in Q4 2018 and held it in 9 quarters. The position peaked at $613K in Q4 2020. 1,010 funds tracked by Wall St. Rank hold FCX as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Freeport-McMoran position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 23,586 Freeport-McMoran shares in Q1 2021, an estimated $613K.
  • Bernardo Wealth Planning first reported a position in Freeport-McMoran in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's Freeport-McMoran position peaked at $613K in Q4 2020.
  • 1,010 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.