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

Moulton 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
Q3 		– Sell
-49,894
Closed -$1.85M – 31
2021
Q2 		$1.85M Sell
49,894
-1,324
-3% -$51.6K 1.35% 18
2021
Q1 		$1.79M Buy
+51,218
New +$1.66M 1.35% 17

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Moulton Wealth Management's FCX Position: Q3 2021 in Review

Moulton Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2021, closing a stake of 49,894 shares — an estimated $1.85M sold.

Moulton Wealth Management first reported a position in FCX in Q1 2021 and held it in 2 quarters. The position peaked at $1.85M in Q2 2021. 1,034 funds tracked by Wall St. Rank hold FCX as of Q3 2021.

  • Moulton Wealth Management reported no remaining Freeport-McMoran position as of Q3 2021 after selling out during the quarter.
  • Moulton Wealth Management sold 49,894 Freeport-McMoran shares in Q3 2021, an estimated $1.85M.
  • Moulton Wealth Management first reported a position in Freeport-McMoran in Q1 2021 and held it in 2 quarters.
  • Moulton Wealth Management's Freeport-McMoran position peaked at $1.85M in Q2 2021.
  • 1,034 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2021.

Based on Moulton Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.