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Freedman Financial Associates’s Occidental Petroleum OXY Stock Holding History

Freedman Financial Associates’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$3K – 489
2021
Q1 		$3K Hold
100
– – ﹤0.01% 420
2020
Q4 		$2K Buy
+100
New +$1.37K ﹤0.01% 439

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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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Freedman Financial Associates's OXY Position: Q2 2021 in Review

Freedman Financial Associates sold out of Occidental Petroleum (OXY) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Freedman Financial Associates first reported a position in OXY in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 748 funds tracked by Wall St. Rank hold OXY as of Q2 2021.

  • Freedman Financial Associates reported no remaining Occidental Petroleum position as of Q2 2021 after selling out during the quarter.
  • Freedman Financial Associates sold 100 Occidental Petroleum shares in Q2 2021, an estimated $3K.
  • Freedman Financial Associates first reported a position in Occidental Petroleum in Q4 2020 and held it in 2 quarters.
  • Freedman Financial Associates's Occidental Petroleum position peaked at $3K in Q1 2021.
  • 748 funds tracked by Wall St. Rank held Occidental Petroleum as of Q2 2021.

Based on Freedman Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.