TRUE Private Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-236	Closed	-$6K	–	397
2020 Q4	$6K	Hold	236	–	–	﹤0.01%	586
2020 Q3	$3K	Hold	236	–	–	﹤0.01%	596
2020 Q2	$2K	Hold	236	–	–	﹤0.01%	617
2020 Q1	$1K	Buy	+236	New	+$2.47K	﹤0.01%	632
2019 Q3	–	Sell	-9,975	Closed	-$115K	–	393
2019 Q2	$115K	Sell	9,975 -268	-3%	-$3.12K	0.02%	245
2019 Q1	$132K	Sell	10,243 -34	-0.3%	-$411	0.03%	198
2018 Q4	$105K	Hold	10,277	–	–	0.02%	227
2018 Q3	$143K	Hold	10,277	–	–	0.02%	304
2018 Q2	$177K	Buy	10,277 +268	+3%	+$4.54K	0.03%	262
2018 Q1	$175K	Hold	10,009	–	–	0.03%	221
2017 Q4	$189K	Hold	10,009	–	–	0.03%	214
2017 Q3	$140K	Hold	10,009	–	–	0.03%	151
2017 Q2	$120K	Hold	10,009	–	–	0.03%	147
2017 Q1	$133K	Hold	10,009	–	–	0.03%	142
2016 Q4	$168K	Sell	10,009 -1,000	-9%	-$12.8K	0.04%	141
2016 Q3	$106K	Buy	+11,009	New	+$127K	0.03%	144

Other funds holding FCX

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

TRUE Private Wealth Advisors's FCX Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Freeport-McMoran (FCX) in Q1 2021, closing a stake of 236 shares — an estimated $6K sold.

TRUE Private Wealth Advisors first reported a position in FCX in Q3 2016 and held it in 16 quarters. The position peaked at $189K in Q4 2017. 1,010 funds tracked by Wall St. Rank hold FCX as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Freeport-McMoran position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 236 Freeport-McMoran shares in Q1 2021, an estimated $6K.
TRUE Private Wealth Advisors first reported a position in Freeport-McMoran in Q3 2016 and held it in 16 quarters.
TRUE Private Wealth Advisors's Freeport-McMoran position peaked at $189K in Q4 2017.
1,010 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.