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Alera Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Alera Investment Advisors’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 		$287K Buy
5,744
+911
+19% +$41.1K 0.03% 210
2024
Q2 		$235K Buy
+4,833
New +$244K 0.03% 234
2019
Q2 		– Sell
-805
Closed -$10K – 394
2019
Q1 		$10K Buy
805
+433
+116% +$5.24K ﹤0.01% 465
2018
Q4 		$4K Buy
+372
New +$4.34K ﹤0.01% 636

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alera Investment Advisors's FCX Position: Q3 2024 in Review

Alera Investment Advisors increased its Freeport-McMoran (FCX) stake by 19% in Q3 2024, buying an estimated $41.1K and bringing the position to 5,744 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #210.

Alera Investment Advisors first reported a position in FCX in Q4 2018 and has held it in 4 quarters since. 1,529 funds tracked by Wall St. Rank hold FCX as of Q3 2024.

  • Alera Investment Advisors held 5,744 shares of Freeport-McMoran worth $287K as of Q3 2024.
  • Alera Investment Advisors bought 911 Freeport-McMoran shares in Q3 2024, an estimated $41.1K.
  • Freeport-McMoran made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #210 holding.
  • Alera Investment Advisors first reported a position in Freeport-McMoran in Q4 2018 and has held it in 4 quarters since.
  • 1,529 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.