CSat Investment Advisory’s Freeport-McMoran FCX Stock Holding History

CSat Investment Advisory’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	$13K	Sell	403 -264	-40%	-$8.56K	0.01%	424
2020 Q4	$17K	Sell	667 -102,444	-99%	-$2.13M	0.02%	370
2020 Q3	$1.61M	Buy	103,111 +6,746	+7%	+$97.3K	0.14%	67
2020 Q2	$1.11M	Buy	96,365 +34,783	+56%	+$319K	0.14%	76
2020 Q1	$415K	Buy	61,582 +48,409	+367%	+$507K	0.09%	163
2019 Q4	$173K	Sell	13,173 -5,543	-30%	-$60.9K	0.05%	253
2019 Q3	$178K	Buy	18,716 +1,158	+7%	+$11.9K	0.06%	220
2019 Q2	$204K	Buy	17,558 +10,178	+138%	+$118K	0.07%	185
2019 Q1	$96K	Buy	7,380 +5,846	+381%	+$70.7K	0.05%	144
2018 Q4	$16K	Sell	1,534 -13,980	-90%	-$163K	0.01%	328
2018 Q3	$215K	Buy	15,514 +1,899	+14%	+$28.7K	0.12%	104
2018 Q2	$235K	Buy	+13,615	New	+$231K	0.13%	113

Other funds holding FCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

CSat Investment Advisory's FCX Position: Q1 2021 in Review

CSat Investment Advisory reduced its Freeport-McMoran (FCX) stake by 40% in Q1 2021, selling an estimated $8.56K and leaving 403 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #424.

CSat Investment Advisory first reported a position in FCX in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.61M in Q3 2020. 1,011 funds tracked by Wall St. Rank hold FCX as of Q1 2021.

CSat Investment Advisory held 403 shares of Freeport-McMoran worth $13K as of Q1 2021.
CSat Investment Advisory sold 264 Freeport-McMoran shares in Q1 2021, an estimated $8.56K.
Freeport-McMoran made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #424 holding.
CSat Investment Advisory first reported a position in Freeport-McMoran in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Freeport-McMoran position peaked at $1.61M in Q3 2020.
1,011 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.