ACG Wealth’s Freeport-McMoran FCX Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-1,262	Closed	-$37K	–	488
2022 Q2	$37K	Buy	+1,262	New	+$50.5K	0.01%	480
2019 Q3	–	Sell	-10,536	Closed	-$122K	–	346
2019 Q2	$122K	Sell	10,536 -12,999	-55%	-$151K	0.02%	331
2019 Q1	$303K	Sell	23,535 -19,227	-45%	-$233K	0.04%	263
2018 Q4	$441K	Sell	42,762 -123,460	-74%	-$1.44M	0.07%	195
2018 Q3	$2.31M	Sell	166,222 -6,939	-4%	-$105K	0.31%	78
2018 Q2	$2.99M	Buy	173,161 +9,005	+5%	+$153K	0.45%	60
2018 Q1	$2.88M	Buy	164,156 +1,454	+0.9%	+$27.3K	0.44%	66
2017 Q4	$3.08M	Sell	162,702 -7,225	-4%	-$109K	0.46%	62
2017 Q3	$2.39M	Buy	169,927 +13,308	+8%	+$187K	0.42%	66
2017 Q2	$1.88M	Sell	156,619 -3,169	-2%	-$38.5K	0.31%	89
2017 Q1	$2.13M	Buy	159,788 +81,437	+104%	+$1.17M	0.39%	77
2016 Q4	$1.03M	Buy	+78,351	New	+$1M	0.22%	104
2013 Q3	–	Sell	-29,465	Closed	-$813K	–	109
2013 Q2	$813K	Buy	+29,465	New	+$899K	0.32%	73

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACG Wealth's FCX Position: Q3 2022 in Review

ACG Wealth sold out of Freeport-McMoran (FCX) in Q3 2022, closing a stake of 1,262 shares — an estimated $37K sold.

ACG Wealth first reported a position in FCX in Q2 2013 and held it in 13 quarters. The position peaked at $3.08M in Q4 2017. 1,089 funds tracked by Wall St. Rank hold FCX as of Q3 2022.

ACG Wealth reported no remaining Freeport-McMoran position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 1,262 Freeport-McMoran shares in Q3 2022, an estimated $37K.
ACG Wealth first reported a position in Freeport-McMoran in Q2 2013 and held it in 13 quarters.
ACG Wealth's Freeport-McMoran position peaked at $3.08M in Q4 2017.
1,089 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.