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Swaine & Leidel Wealth Services’s Freeport-McMoran FCX Stock Holding History

Swaine & Leidel Wealth 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
2021
Q1 		– Sell
-101,320
Closed -$2.64M – 71
2020
Q4 		$2.64M Buy
+101,320
New +$2.11M 1.91% 32

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Swaine & Leidel Wealth Services's FCX Position: Q1 2021 in Review

Swaine & Leidel Wealth Services sold out of Freeport-McMoran (FCX) in Q1 2021, closing a stake of 101,320 shares — an estimated $2.64M sold.

Swaine & Leidel Wealth Services first reported a position in FCX in Q4 2020 and held it in 1 quarter. The position peaked at $2.64M in Q4 2020. 1,010 funds tracked by Wall St. Rank hold FCX as of Q1 2021.

  • Swaine & Leidel Wealth Services reported no remaining Freeport-McMoran position as of Q1 2021 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 101,320 Freeport-McMoran shares in Q1 2021, an estimated $2.64M.
  • Swaine & Leidel Wealth Services first reported a position in Freeport-McMoran in Q4 2020 and held it in 1 quarter.
  • Swaine & Leidel Wealth Services's Freeport-McMoran position peaked at $2.64M in Q4 2020.
  • 1,010 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2021.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2021, filed 13 May 2021.