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Optimal Asset Management’s Freeport-McMoran FCX Stock Holding History

Optimal Asset 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
Q3 		– Sell
-59,004
Closed -$683K – 402
2020
Q2 		$683K Sell
59,004
-205,389
-78% -$1.88M 0.11% 281
2020
Q1 		$1.78K Buy
264,393
+82,915
+46% +$868K 0.17% 206
2019
Q4 		$2.38M Buy
+181,478
New +$1.99M 0.36% 87

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Optimal Asset Management's FCX Position: Q3 2020 in Review

Optimal Asset Management sold out of Freeport-McMoran (FCX) in Q3 2020, closing a stake of 59,004 shares — an estimated $683K sold.

Optimal Asset Management first reported a position in FCX in Q4 2019 and held it in 3 quarters. The position peaked at $2.38M in Q4 2019. 741 funds tracked by Wall St. Rank hold FCX as of Q3 2020.

  • Optimal Asset Management reported no remaining Freeport-McMoran position as of Q3 2020 after selling out during the quarter.
  • Optimal Asset Management sold 59,004 Freeport-McMoran shares in Q3 2020, an estimated $683K.
  • Optimal Asset Management first reported a position in Freeport-McMoran in Q4 2019 and held it in 3 quarters.
  • Optimal Asset Management's Freeport-McMoran position peaked at $2.38M in Q4 2019.
  • 741 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2020.

Based on Optimal Asset Management's 13F filing for Q3 2020, filed 16 Nov 2020.