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

Doyle 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
2019
Q3 		– Sell
-3,631
Closed -$42K – 373
2019
Q2 		$42K Buy
+3,631
New +$42.3K 0.01% 396
2019
Q1 		– Sell
-1,972
Closed -$20K – 359
2018
Q4 		$20K Sell
1,972
-588,253
-100% -$6.86M ﹤0.01% 507
2018
Q3 		$8.22M Buy
590,225
+41,920
+8% +$633K 1.28% 33
2018
Q2 		$9.46M Buy
548,305
+258,125
+89% +$4.38M 1.56% 25
2018
Q1 		$5.1M Buy
+290,180
New +$5.45M 0.86% 41

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Doyle Wealth Management's FCX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2019, closing a stake of 3,631 shares — an estimated $42K sold.

Doyle Wealth Management first reported a position in FCX in Q1 2018 and held it in 5 quarters. The position peaked at $9.46M in Q2 2018. 659 funds tracked by Wall St. Rank hold FCX as of Q3 2019.

  • Doyle Wealth Management reported no remaining Freeport-McMoran position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 3,631 Freeport-McMoran shares in Q3 2019, an estimated $42K.
  • Doyle Wealth Management first reported a position in Freeport-McMoran in Q1 2018 and held it in 5 quarters.
  • Doyle Wealth Management's Freeport-McMoran position peaked at $9.46M in Q2 2018.
  • 659 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.