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Windsor Wealth Management’s Freeport-McMoran FCX Stock Holding History

Windsor Wealth Management’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
Q3 		– Sell
-12,193
Closed -$141K – 192
2020
Q2 		$141K Buy
+12,193
New +$112K 0.04% 185

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Windsor Wealth Management's FCX Position: Q3 2020 in Review

Windsor Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2020, closing a stake of 12,193 shares — an estimated $141K sold.

Windsor Wealth Management first reported a position in FCX in Q2 2020 and held it in 1 quarter. The position peaked at $141K in Q2 2020. 741 funds tracked by Wall St. Rank hold FCX as of Q3 2020.

  • Windsor Wealth Management reported no remaining Freeport-McMoran position as of Q3 2020 after selling out during the quarter.
  • Windsor Wealth Management sold 12,193 Freeport-McMoran shares in Q3 2020, an estimated $141K.
  • Windsor Wealth Management first reported a position in Freeport-McMoran in Q2 2020 and held it in 1 quarter.
  • Windsor Wealth Management's Freeport-McMoran position peaked at $141K in Q2 2020.
  • 741 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2020.

Based on Windsor Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.