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Capital Asset Advisory Services’s Freeport-McMoran FCX Stock Holding History

Capital Asset Advisory Services’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
-830
Closed -$22K – 940
2020
Q4 		$22K Buy
+830
New +$17.3K ﹤0.01% 838

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
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Fisher Asset Management
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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

Capital Asset Advisory Services's FCX Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Freeport-McMoran (FCX) in Q1 2021, closing a stake of 830 shares — an estimated $22K sold.

Capital Asset Advisory Services first reported a position in FCX in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 1,010 funds tracked by Wall St. Rank hold FCX as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Freeport-McMoran position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 830 Freeport-McMoran shares in Q1 2021, an estimated $22K.
  • Capital Asset Advisory Services first reported a position in Freeport-McMoran in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Freeport-McMoran position peaked at $22K in Q4 2020.
  • 1,010 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.