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CFM Wealth Partners’s Freeport-McMoran FCX Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-500
Closed -$5K – 257
2020
Q2 		$5K Hold
500
– – ﹤0.01% 439
2020
Q1 		$3K Hold
500
– – ﹤0.01% 493
2019
Q4 		$6K Buy
+500
New +$5.49K ﹤0.01% 453

Other funds holding FCX

Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CFM Wealth Partners's FCX Position: Q3 2020 in Review

CFM Wealth Partners sold out of Freeport-McMoran (FCX) in Q3 2020, closing a stake of 500 shares — an estimated $5K sold.

CFM Wealth Partners first reported a position in FCX in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 741 funds tracked by Wall St. Rank hold FCX as of Q3 2020.

  • CFM Wealth Partners reported no remaining Freeport-McMoran position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 500 Freeport-McMoran shares in Q3 2020, an estimated $5K.
  • CFM Wealth Partners first reported a position in Freeport-McMoran in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Freeport-McMoran position peaked at $6K in Q4 2019.
  • 741 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.