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TrueWealth LLC’s Freeport-McMoran FCX Stock Holding History

TrueWealth LLC’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
Q1 		– Sell
-611
Closed -$8K – 744
2019
Q4 		$8K Sell
611
-44
-7% -$483 ﹤0.01% 491
2019
Q3 		$6K Sell
655
-45
-6% -$462 ﹤0.01% 536
2019
Q2 		$8K Buy
700
+3
+0.4% +$35 ﹤0.01% 493
2019
Q1 		$9K Buy
697
+2
+0.3% +$24 ﹤0.01% 474
2018
Q4 		$7K Sell
695
-14
-2% -$163 ﹤0.01% 487
2018
Q3 		$10K Buy
709
+2
+0.3% +$30 ﹤0.01% 484
2018
Q2 		$12K Buy
707
+2
+0.3% +$34 0.01% 455
2018
Q1 		$12K Buy
705
+473
+204% +$8.88K 0.01% 422
2017
Q4 		$4K Buy
+232
New +$3.5K ﹤0.01% 697

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TrueWealth LLC's FCX Position: Q1 2020 in Review

TrueWealth LLC sold out of Freeport-McMoran (FCX) in Q1 2020, closing a stake of 611 shares — an estimated $8K sold.

TrueWealth LLC first reported a position in FCX in Q4 2017 and held it in 9 quarters. The position peaked at $12K in Q2 2018. 666 funds tracked by Wall St. Rank hold FCX as of Q1 2020.

  • TrueWealth LLC reported no remaining Freeport-McMoran position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 611 Freeport-McMoran shares in Q1 2020, an estimated $8K.
  • TrueWealth LLC first reported a position in Freeport-McMoran in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's Freeport-McMoran position peaked at $12K in Q2 2018.
  • 666 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.