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One Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

One Wealth Advisors’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
-18,157
Closed -$211K – 120
2019
Q2 		$211K Sell
18,157
-1,291
-7% -$15K 0.17% 111
2019
Q1 		$251K Buy
19,448
+3,629
+23% +$43.9K 0.2% 86
2018
Q4 		$163K Sell
15,819
-4,912
-24% -$57.3K 0.16% 98
2018
Q3 		$289K Buy
20,731
+9,782
+89% +$148K 0.22% 87
2018
Q2 		$189K Buy
+10,949
New +$186K 0.15% 136

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 $645B AUM 30.41% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

One Wealth Advisors's FCX Position: Q3 2019 in Review

One Wealth Advisors sold out of Freeport-McMoran (FCX) in Q3 2019, closing a stake of 18,157 shares — an estimated $211K sold.

One Wealth Advisors first reported a position in FCX in Q2 2018 and held it in 5 quarters. The position peaked at $289K in Q3 2018. 659 funds tracked by Wall St. Rank hold FCX as of Q3 2019.

  • One Wealth Advisors reported no remaining Freeport-McMoran position as of Q3 2019 after selling out during the quarter.
  • One Wealth Advisors sold 18,157 Freeport-McMoran shares in Q3 2019, an estimated $211K.
  • One Wealth Advisors first reported a position in Freeport-McMoran in Q2 2018 and held it in 5 quarters.
  • One Wealth Advisors's Freeport-McMoran position peaked at $289K in Q3 2018.
  • 659 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2019.

Based on One Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.