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MPS Loria Financial Planners’s Freeport-McMoran FCX Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-2,207
Closed -$72K – 267
2021
Q1 		$72K Sell
2,207
-1
-0% -$32 0.03% 137
2020
Q4 		$60K Buy
2,208
+110
+5% +$2.29K 0.03% 147
2020
Q3 		$33K Buy
2,098
+41
+2% +$592 0.02% 168
2020
Q2 		$24K Buy
+2,057
New +$18.9K 0.01% 184
2017
Q3 		– Sell
-1,519
Closed -$21K – 166
2017
Q2 		$21K Buy
+1,519
New +$18.4K 0.01% 224

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MPS Loria Financial Planners's FCX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Freeport-McMoran (FCX) in Q2 2021, closing a stake of 2,207 shares — an estimated $72K sold.

MPS Loria Financial Planners first reported a position in FCX in Q2 2017 and held it in 5 quarters. The position peaked at $72K in Q1 2021. 1,104 funds tracked by Wall St. Rank hold FCX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Freeport-McMoran position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 2,207 Freeport-McMoran shares in Q2 2021, an estimated $72K.
  • MPS Loria Financial Planners first reported a position in Freeport-McMoran in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Freeport-McMoran position peaked at $72K in Q1 2021.
  • 1,104 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.