Squar Milner Financial Services’s Freeport-McMoran FCX Stock Holding History

Squar Milner Financial Services’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	-4,423	Closed	-$29K	–	381
2020 Q1	$29K	Buy	4,423 +285	+7%	+$2.98K	0.02%	416
2019 Q4	$54K	Buy	+4,138	New	+$45.4K	0.03%	398
2019 Q3	–	Sell	-3,465	Closed	-$40K	–	386
2019 Q2	$40K	Buy	3,465 +784	+29%	+$9.13K	0.03%	371
2019 Q1	$34K	Buy	2,681 +681	+34%	+$8.24K	0.03%	367
2018 Q4	$21K	Hold	2,000	–	–	0.02%	384
2018 Q3	$28K	Hold	2,000	–	–	0.03%	371
2018 Q2	$35K	Buy	+2,000	New	+$33.9K	0.03%	393

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's FCX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Freeport-McMoran (FCX) in Q2 2020, closing a stake of 4,423 shares — an estimated $29K sold.

Squar Milner Financial Services first reported a position in FCX in Q2 2018 and held it in 7 quarters. The position peaked at $54K in Q4 2019. 694 funds tracked by Wall St. Rank hold FCX as of Q2 2020.

Squar Milner Financial Services reported no remaining Freeport-McMoran position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,423 Freeport-McMoran shares in Q2 2020, an estimated $29K.
Squar Milner Financial Services first reported a position in Freeport-McMoran in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Freeport-McMoran position peaked at $54K in Q4 2019.
694 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.