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

BDO 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
2023 Q2	$29.6K	Buy	741 +639	+626%	+$24.4K	﹤0.01%	515
2023 Q1	$4.19K	Sell	102 -500	-83%	-$20.8K	﹤0.01%	818
2022 Q4	$22.9K	Hold	602	–	–	﹤0.01%	553
2022 Q3	$16K	Buy	602 +1	+0.2%	+$29	﹤0.01%	616
2022 Q2	$18K	Hold	601	–	–	﹤0.01%	581
2022 Q1	$30K	Buy	601 +500	+495%	+$22.1K	﹤0.01%	524
2021 Q4	$4K	Buy	101 +1	+1%	+$38	﹤0.01%	855
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	909
2021 Q2	$4K	Buy	100 +25	+33%	+$974	﹤0.01%	895
2021 Q1	$2K	Buy	75 +20	+36%	+$649	﹤0.01%	983
2020 Q4	$1K	Buy	+55	New	+$1.14K	﹤0.01%	845
2018 Q2	–	Sell	-75	Closed	-$1K	–	653
2018 Q1	$1K	Buy	+75	New	+$1.41K	﹤0.01%	544

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BDO Wealth Advisors's FCX Position: Q2 2023 in Review

BDO Wealth Advisors increased its Freeport-McMoran (FCX) stake by 626% in Q2 2023, buying an estimated $24.4K and bringing the position to 741 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

BDO Wealth Advisors first reported a position in FCX in Q1 2018 and has held it in 12 quarters since. The position peaked at $30K in Q1 2022. 1,295 funds tracked by Wall St. Rank hold FCX as of Q2 2023.

BDO Wealth Advisors held 741 shares of Freeport-McMoran worth $29.6K as of Q2 2023.
BDO Wealth Advisors bought 639 Freeport-McMoran shares in Q2 2023, an estimated $24.4K.
Freeport-McMoran made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #515 holding.
BDO Wealth Advisors first reported a position in Freeport-McMoran in Q1 2018 and has held it in 12 quarters since.
BDO Wealth Advisors's Freeport-McMoran position peaked at $30K in Q1 2022.
1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.