9258 Wealth Management’s Freeport-McMoran FCX Stock Holding History

9258 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
2024 Q3	–	Sell	-8,669	Closed	-$421K	–	358
2024 Q2	$421K	Buy	8,669 +728	+9%	+$36.7K	0.06%	218
2024 Q1	$373K	Sell	7,941 -14	-0.2%	-$565	0.06%	237
2023 Q4	$339K	Sell	7,955 -30	-0.4%	-$1.11K	0.06%	234
2023 Q3	$298K	Buy	7,985 +1,037	+15%	+$41.8K	0.06%	246
2023 Q2	$278K	Buy	6,948 +406	+6%	+$15.5K	0.05%	263
2023 Q1	$268K	Sell	6,542 -37	-0.6%	-$1.54K	0.05%	262
2022 Q4	$250K	Buy	+6,579	New	+$230K	0.05%	273

Other funds holding FCX

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

9258 Wealth Management's FCX Position: Q3 2024 in Review

9258 Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2024, closing a stake of 8,669 shares — an estimated $421K sold.

9258 Wealth Management first reported a position in FCX in Q4 2022 and held it in 7 quarters. The position peaked at $421K in Q2 2024. 1,526 funds tracked by Wall St. Rank hold FCX as of Q3 2024.

9258 Wealth Management reported no remaining Freeport-McMoran position as of Q3 2024 after selling out during the quarter.
9258 Wealth Management sold 8,669 Freeport-McMoran shares in Q3 2024, an estimated $421K.
9258 Wealth Management first reported a position in Freeport-McMoran in Q4 2022 and held it in 7 quarters.
9258 Wealth Management's Freeport-McMoran position peaked at $421K in Q2 2024.
1,526 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.