Atria Wealth Solutions’s Freeport-McMoran FCX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$978K	Sell	22,306 -40,044	-64%	-$1.52M	0.02%	641
2025 Q1	$2.36M	Sell	62,350 -6,908	-10%	-$264K	0.03%	574
2024 Q4	$2.64M	Buy	69,258 +1,135	+2%	+$50.8K	0.03%	546
2024 Q3	$3.4M	Buy	68,123 +10,217	+18%	+$460K	0.04%	453
2024 Q2	$2.81M	Sell	57,906 -9,701	-14%	-$489K	0.03%	513
2024 Q1	$3.18M	Buy	67,607 +7,172	+12%	+$290K	0.04%	469
2023 Q4	$2.57M	Buy	60,435 +3,981	+7%	+$147K	0.03%	523
2023 Q3	$2.11M	Buy	56,454 +561	+1%	+$22.6K	0.03%	541
2023 Q2	$2.24M	Sell	55,893 -11,967	-18%	-$456K	0.03%	530
2023 Q1	$2.78M	Sell	67,860 -18,054	-21%	-$751K	0.04%	428
2022 Q4	$3.26M	Buy	85,914 +10,447	+14%	+$365K	0.05%	359
2022 Q3	$2.06M	Sell	75,467 -40,156	-35%	-$1.18M	0.04%	471
2022 Q2	$3.38M	Buy	115,623 +38,688	+50%	+$1.55M	0.07%	315
2022 Q1	$3.83M	Buy	+76,935	New	+$3.41M	0.06%	308

Other funds holding FCX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fisher Asset Management

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

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

Bank of America

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return