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Avitas Wealth Management’s Freeport-McMoran FCX Stock Holding History

Avitas Wealth Management’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
Q4 		$1.07M Buy
27,991
+22,759
+435% +$1.02M 0.15% 136
2024
Q3 		$261K Sell
5,232
-402
-7% -$18.1K 0.04% 189
2024
Q2 		$274K Sell
5,634
-339
-6% -$17.1K 0.04% 195
2024
Q1 		$281K Sell
5,973
-66
-1% -$2.67K 0.04% 199
2023
Q4 		$257K Sell
6,039
-35
-0.6% -$1.29K 0.04% 190
2023
Q3 		$226K Sell
6,074
-196
-3% -$7.9K 0.04% 199
2023
Q2 		$251K Sell
6,270
-90
-1% -$3.43K 0.05% 191
2023
Q1 		$260K Sell
6,360
-2,142
-25% -$89.1K 0.05% 189
2022
Q4 		$323K Buy
+8,502
New +$297K 0.07% 168
2022
Q3 		– Sell
-43,470
Closed -$1.27M – 197
2022
Q2 		$1.27M Buy
43,470
+633
+1% +$25.3K 0.28% 109
2022
Q1 		$2.13M Buy
+42,837
New +$1.9M 0.38% 84
2021
Q3 		– Sell
-99,115
Closed -$3.68M – 199
2021
Q2 		$3.68M Buy
+99,115
New +$3.86M 0.65% 56

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avitas Wealth Management's FCX Position: Q4 2024 in Review

Avitas Wealth Management increased its Freeport-McMoran (FCX) stake by 435% in Q4 2024, buying an estimated $1.02M and bringing the position to 27,991 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #136.

Avitas Wealth Management first reported a position in FCX in Q2 2021 and has held it in 12 quarters since. The position peaked at $3.68M in Q2 2021. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • Avitas Wealth Management held 27,991 shares of Freeport-McMoran worth $1.07M as of Q4 2024.
  • Avitas Wealth Management bought 22,759 Freeport-McMoran shares in Q4 2024, an estimated $1.02M.
  • Freeport-McMoran made up 0.15% of Avitas Wealth Management's portfolio in Q4 2024, its #136 holding.
  • Avitas Wealth Management first reported a position in Freeport-McMoran in Q2 2021 and has held it in 12 quarters since.
  • Avitas Wealth Management's Freeport-McMoran position peaked at $3.68M in Q2 2021.
  • 1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.