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Wealthspire Advisors (Maryland)’s Freeport-McMoran FCX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-7,199
Closed -$93K – 978
2019
Q1 		$93K Buy
7,199
+690
+11% +$8.35K 0.01% 664
2018
Q4 		$67K Sell
6,509
-1,204
-16% -$14K 0.01% 739
2018
Q3 		$107K Buy
7,713
+384
+5% +$5.8K 0.01% 659
2018
Q2 		$126K Buy
7,329
+335
+5% +$5.68K 0.01% 610
2018
Q1 		$123K Sell
6,994
-1,807
-21% -$33.9K 0.01% 632
2017
Q4 		$167K Buy
8,801
+1,024
+13% +$15.4K 0.02% 549
2017
Q3 		$109K Buy
7,777
+1,357
+21% +$19.1K 0.01% 671
2017
Q2 		$77K Buy
6,420
+1,766
+38% +$21.4K 0.01% 795
2017
Q1 		$62K Buy
4,654
+763
+20% +$11K 0.01% 747
2016
Q4 		$51K Sell
3,891
-95
-2% -$1.22K 0.01% 760
2016
Q3 		$43K Buy
3,986
+198
+5% +$2.28K 0.01% 820
2016
Q2 		$42K Buy
3,788
+677
+22% +$7.5K 0.01% 783
2016
Q1 		$32K Sell
3,111
-543
-15% -$3.81K 0.01% 811
2015
Q4 		$25K Buy
+3,654
New +$34.8K ﹤0.01% 904

Other funds holding FCX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FCX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Freeport-McMoran (FCX) in Q2 2019, closing a stake of 7,199 shares — an estimated $93K sold.

Wealthspire Advisors (Maryland) first reported a position in FCX in Q4 2015 and held it in 14 quarters. The position peaked at $167K in Q4 2017. 693 funds tracked by Wall St. Rank hold FCX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Freeport-McMoran position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7,199 Freeport-McMoran shares in Q2 2019, an estimated $93K.
  • Wealthspire Advisors (Maryland) first reported a position in Freeport-McMoran in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Freeport-McMoran position peaked at $167K in Q4 2017.
  • 693 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.