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

Cordatus 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
2021
Q1 		$1.11M Sell
33,699
-37,800
-53% -$1.23M 0.43% 93
2020
Q4 		$1.86M Sell
71,499
-1,399
-2% -$29.1K 0.79% 44
2020
Q3 		$1.14M Buy
+72,898
New +$1.05M 0.55% 69

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

Cordatus Wealth Management's FCX Position: Q1 2021 in Review

Cordatus Wealth Management reduced its Freeport-McMoran (FCX) stake by 53% in Q1 2021, selling an estimated $1.23M and leaving 33,699 shares worth $1.11M. The position accounts for 0.43% of the portfolio, ranked #93.

Cordatus Wealth Management first reported a position in FCX in Q3 2020 and has held it in 3 quarters since. The position peaked at $1.86M in Q4 2020. 1,010 funds tracked by Wall St. Rank hold FCX as of Q1 2021.

  • Cordatus Wealth Management held 33,699 shares of Freeport-McMoran worth $1.11M as of Q1 2021.
  • Cordatus Wealth Management sold 37,800 Freeport-McMoran shares in Q1 2021, an estimated $1.23M.
  • Freeport-McMoran made up 0.43% of Cordatus Wealth Management's portfolio in Q1 2021, its #93 holding.
  • Cordatus Wealth Management first reported a position in Freeport-McMoran in Q3 2020 and has held it in 3 quarters since.
  • Cordatus Wealth Management's Freeport-McMoran position peaked at $1.86M in Q4 2020.
  • 1,010 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.