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Oxford Financial Group’s Freeport-McMoran FCX Stock Holding History

Oxford Financial Group’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 		– Sell
-12,913
Closed -$87K – 194
2020
Q1 		$87K Buy
+12,913
New +$135K 0.02% 167

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Capital Research Global Investors
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Fisher Asset Management
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Franklin Resources
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Bank of New York Mellon
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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

Oxford Financial Group's FCX Position: Q2 2020 in Review

Oxford Financial Group sold out of Freeport-McMoran (FCX) in Q2 2020, closing a stake of 12,913 shares — an estimated $87K sold.

Oxford Financial Group first reported a position in FCX in Q1 2020 and held it in 1 quarter. The position peaked at $87K in Q1 2020. 694 funds tracked by Wall St. Rank hold FCX as of Q2 2020.

  • Oxford Financial Group reported no remaining Freeport-McMoran position as of Q2 2020 after selling out during the quarter.
  • Oxford Financial Group sold 12,913 Freeport-McMoran shares in Q2 2020, an estimated $87K.
  • Oxford Financial Group first reported a position in Freeport-McMoran in Q1 2020 and held it in 1 quarter.
  • Oxford Financial Group's Freeport-McMoran position peaked at $87K in Q1 2020.
  • 694 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.