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Realta Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Realta Investment 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
2020
Q3 		– Sell
-16,245
Closed -$188K – 332
2020
Q2 		$188K Sell
16,245
-9,500
-37% -$87.1K 0.06% 317
2020
Q1 		$174K Buy
25,745
+7,604
+42% +$79.6K 0.07% 268
2019
Q4 		$208K Buy
18,141
+1,003
+6% +$11K 0.06% 334
2019
Q3 		$167K Sell
17,138
-2,369
-12% -$24.3K 0.05% 366
2019
Q2 		$229K Buy
19,507
+16,497
+548% +$192K 0.06% 300
2019
Q1 		$39K Buy
+3,010
New +$36.4K 0.02% 609

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

Realta Investment Advisors's FCX Position: Q3 2020 in Review

Realta Investment Advisors sold out of Freeport-McMoran (FCX) in Q3 2020, closing a stake of 16,245 shares — an estimated $188K sold.

Realta Investment Advisors first reported a position in FCX in Q1 2019 and held it in 6 quarters. The position peaked at $229K in Q2 2019. 741 funds tracked by Wall St. Rank hold FCX as of Q3 2020.

  • Realta Investment Advisors reported no remaining Freeport-McMoran position as of Q3 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 16,245 Freeport-McMoran shares in Q3 2020, an estimated $188K.
  • Realta Investment Advisors first reported a position in Freeport-McMoran in Q1 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Freeport-McMoran position peaked at $229K in Q2 2019.
  • 741 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2020.

Based on Realta Investment Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.