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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
2023
Q1 		– Sell
-200
Closed -$2.44K – 1504
2022
Q4 		$2.44K Buy
+200
New +$6.99K ﹤0.01% 1417

Other funds holding FCX

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