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AmeriServ Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

AmeriServ Wealth 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
2022
Q2 		– Sell
-24,664
Closed -$1.23M – 58
2022
Q1 		$1.23M Buy
24,664
+7,137
+41% +$316K 0.9% 21
2021
Q4 		$731K Buy
17,527
+2,030
+13% +$77.1K 0.5% 32
2021
Q3 		$504K Buy
+15,497
New +$546K 0.39% 39
2019
Q3 		$363K Buy
37,899
+499
+1% +$5.12K 0.49% 38
2019
Q2 		$434K Buy
37,400
+426
+1% +$4.96K 0.57% 35
2019
Q1 		$477K Sell
36,974
-1,011
-3% -$12.2K 1% 32
2018
Q4 		$392K Sell
37,985
-34
-0.1% -$397 0.99% 35
2018
Q3 		$529K Buy
38,019
+190
+0.5% +$2.87K 0.66% 34
2018
Q2 		$653K Buy
37,829
+2,247
+6% +$38.1K 0.88% 27
2018
Q1 		$625K Sell
35,582
-2,376
-6% -$44.6K 0.71% 28
2017
Q4 		$528K Buy
+37,958
New +$573K 0.51% 36
2017
Q1 		$457K Buy
34,209
+1,135
+3% +$16.3K 0.6% 26
2016
Q4 		$436K Sell
33,074
-225
-0.7% -$2.88K 0.51% 27
2016
Q3 		$362K Sell
33,299
-319
-0.9% -$3.67K 0.46% 47
2016
Q2 		$375K Buy
33,618
+9,306
+38% +$103K 0.56% 28
2016
Q1 		$251K Buy
+24,312
New +$171K 0.43% 26
2015
Q4 		– Sell
-18,102
Closed -$175K – 38
2015
Q3 		$175K Buy
+18,102
New +$217K 0.33% 57
2014
Q4 		– Sell
-6,500
Closed -$212K – 123
2014
Q3 		$212K Hold
6,500
– – 0.37% 98
2014
Q2 		$237K Sell
6,500
-4,800
-42% -$164K 0.25% 103
2014
Q1 		$374K Sell
11,300
-13,050
-54% -$434K 0.38% 75
2013
Q4 		$919K Sell
24,350
-500
-2% -$17.7K 0.55% 54
2013
Q3 		$822K Sell
24,850
-200
-0.8% -$6.11K 0.52% 60
2013
Q2 		$692K Buy
+25,050
New +$765K 0.45% 68

Other funds holding FCX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AmeriServ Wealth Advisors's FCX Position: Q2 2022 in Review

AmeriServ Wealth Advisors sold out of Freeport-McMoran (FCX) in Q2 2022, closing a stake of 24,664 shares — an estimated $1.23M sold.

AmeriServ Wealth Advisors first reported a position in FCX in Q2 2013 and held it in 23 quarters. The position peaked at $1.23M in Q1 2022. 1,126 funds tracked by Wall St. Rank hold FCX as of Q2 2022.

  • AmeriServ Wealth Advisors reported no remaining Freeport-McMoran position as of Q2 2022 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 24,664 Freeport-McMoran shares in Q2 2022, an estimated $1.23M.
  • AmeriServ Wealth Advisors first reported a position in Freeport-McMoran in Q2 2013 and held it in 23 quarters.
  • AmeriServ Wealth Advisors's Freeport-McMoran position peaked at $1.23M in Q1 2022.
  • 1,126 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2022.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.