Avantax Advisory Services’s Freeport-McMoran FCX Stock Holding History

Avantax Advisory Services’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	$2.91M	Sell	67,069 -6,631	-9%	-$252K	0.02%	628
2025 Q1	$2.79M	Buy	73,700 +579	+0.8%	+$22.2K	0.02%	607
2024 Q4	$2.78M	Sell	73,121 -9,454	-11%	-$423K	0.02%	582
2024 Q3	$4.12M	Buy	82,575 +1,920	+2%	+$86.5K	0.03%	443
2024 Q2	$3.92M	Buy	80,655 +25,925	+47%	+$1.31M	0.03%	441
2024 Q1	$2.57M	Buy	54,730 +10,135	+23%	+$409K	0.02%	476
2023 Q4	$1.9M	Buy	44,595 +443	+1%	+$16.4K	0.02%	520
2023 Q3	$1.65M	Sell	44,152 -3,810	-8%	-$153K	0.02%	521
2023 Q2	$1.92M	Buy	47,962 +4,395	+10%	+$167K	0.02%	468
2023 Q1	$1.78M	Buy	43,567 +233	+0.5%	+$9.69K	0.02%	473
2022 Q4	$1.65M	Buy	43,334 +2,060	+5%	+$72K	0.02%	476
2022 Q3	$1.13M	Buy	41,274 +7,316	+22%	+$214K	0.02%	525
2022 Q2	$994K	Sell	33,958 -4,409	-11%	-$176K	0.02%	549
2022 Q1	$1.9M	Buy	38,367 +10,508	+38%	+$465K	0.03%	386
2021 Q4	$1.16M	Buy	27,859 +1,245	+5%	+$47.3K	0.02%	494
2021 Q3	$868K	Sell	26,614 -53	-0.2%	-$1.87K	0.01%	531
2021 Q2	$991K	Buy	26,667 +8,464	+46%	+$330K	0.02%	477
2021 Q1	$599K	Buy	18,203 +2,750	+18%	+$89.2K	0.01%	567
2020 Q4	$402K	Sell	15,453 -9,028	-37%	-$188K	0.01%	622
2020 Q3	$387K	Buy	+24,481	New	+$353K	0.01%	908
2020 Q1	–	Sell	-12,044	Closed	-$156K	–	831
2019 Q4	$156K	Buy	+12,044	New	+$132K	﹤0.01%	793

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

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

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

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

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

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

Avantax Advisory Services's FCX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Freeport-McMoran (FCX) stake by 9% in Q2 2025, selling an estimated $252K and leaving 67,069 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #628.

Avantax Advisory Services first reported a position in FCX in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.12M in Q3 2024. 1,521 funds tracked by Wall St. Rank hold FCX as of Q2 2025.

Avantax Advisory Services held 67,069 shares of Freeport-McMoran worth $2.91M as of Q2 2025.
Avantax Advisory Services sold 6,631 Freeport-McMoran shares in Q2 2025, an estimated $252K.
Freeport-McMoran made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #628 holding.
Avantax Advisory Services first reported a position in Freeport-McMoran in Q4 2019 and has held it in 21 quarters since.
Avantax Advisory Services's Freeport-McMoran position peaked at $4.12M in Q3 2024.
1,521 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.