LWM
FCX icon

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

Lenox 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
2020
Q2 		$10K Sell
938
-196
-17% -$1.8K ﹤0.01% 434
2020
Q1 		$7K Buy
1,134
+339
+43% +$3.55K ﹤0.01% 439
2019
Q4 		$10K Sell
795
-849
-52% -$9.32K ﹤0.01% 444
2019
Q3 		$15K Buy
1,644
+243
+17% +$2.5K ﹤0.01% 394
2019
Q2 		$16K Buy
1,401
+23
+2% +$268 ﹤0.01% 371
2019
Q1 		$18K Sell
1,378
-8
-0.6% -$97 0.01% 370
2018
Q4 		$14K Buy
1,386
+61
+5% +$712 ﹤0.01% 344
2018
Q3 		$18K Buy
1,325
+322
+32% +$4.87K 0.01% 339
2018
Q2 		$17K Buy
1,003
+55
+6% +$933 0.01% 312
2018
Q1 		$16K Hold
948
– – 0.01% 317
2017
Q4 		$18K Hold
948
– – 0.01% 324
2017
Q3 		$13K Sell
948
-97
-9% -$1.36K ﹤0.01% 357
2017
Q2 		$13K Sell
1,045
-585
-36% -$7.1K 0.01% 346
2017
Q1 		$22K Sell
1,630
-2,205
-57% -$31.7K 0.02% 134
2016
Q4 		$51K Buy
3,835
+174
+5% +$2.23K 0.04% 107
2016
Q3 		$40K Sell
3,661
-544
-13% -$6.26K 0.03% 113
2016
Q2 		$47K Sell
4,205
-39
-0.9% -$432 0.03% 108
2016
Q1 		$44K Sell
4,244
-373
-8% -$2.62K 0.03% 115
2015
Q4 		$31K Sell
4,617
-2,381
-34% -$22.7K 0.02% 128
2015
Q3 		$68K Buy
6,998
+4,040
+137% +$48.5K 0.06% 67
2015
Q2 		$55K Sell
2,958
-83
-3% -$1.71K 0.04% 78
2015
Q1 		$58K Sell
3,041
-205
-6% -$4.05K 0.04% 80
2014
Q4 		$75K Buy
+3,246
New +$89.6K 0.05% 70
2014
Q3 		– Sell
-3,620
Closed -$132K – 158
2014
Q2 		$132K Sell
3,620
-395
-10% -$13.5K 0.09% 57
2014
Q1 		$133K Sell
4,015
-466
-10% -$15.5K 0.07% 66
2013
Q4 		$169K Buy
+4,481
New +$159K 0.11% 55

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lenox Wealth Management's FCX Position: Q2 2020 in Review

Lenox Wealth Management reduced its Freeport-McMoran (FCX) stake by 17% in Q2 2020, selling an estimated $1.8K and leaving 938 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Lenox Wealth Management first reported a position in FCX in Q4 2013 and has held it in 26 quarters since. The position peaked at $169K in Q4 2013. 694 funds tracked by Wall St. Rank hold FCX as of Q2 2020.

  • Lenox Wealth Management held 938 shares of Freeport-McMoran worth $10K as of Q2 2020.
  • Lenox Wealth Management sold 196 Freeport-McMoran shares in Q2 2020, an estimated $1.8K.
  • Freeport-McMoran made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #434 holding.
  • Lenox Wealth Management first reported a position in Freeport-McMoran in Q4 2013 and has held it in 26 quarters since.
  • Lenox Wealth Management's Freeport-McMoran position peaked at $169K in Q4 2013.
  • 694 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.