BSW
FCX icon

Buckingham Strategic Wealth’s Freeport-McMoran FCX Stock Holding History

Buckingham Strategic Wealth’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
Q2 		– Sell
-4,788
Closed -$225K – 820
2024
Q1 		$225K Buy
+4,788
New +$193K ﹤0.01% 674
2019
Q3 		– Sell
-12,139
Closed -$141K – 442
2019
Q2 		$141K Sell
12,139
-2,499
-17% -$29.1K 0.02% 427
2019
Q1 		$189K Buy
14,638
+3,184
+28% +$38.5K 0.02% 399
2018
Q4 		$118K Buy
+11,454
New +$134K 0.02% 337

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's FCX Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Freeport-McMoran (FCX) in Q2 2024, closing a stake of 4,788 shares — an estimated $225K sold.

Buckingham Strategic Wealth first reported a position in FCX in Q4 2018 and held it in 4 quarters. The position peaked at $225K in Q1 2024. 1,522 funds tracked by Wall St. Rank hold FCX as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining Freeport-McMoran position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,788 Freeport-McMoran shares in Q2 2024, an estimated $225K.
  • Buckingham Strategic Wealth first reported a position in Freeport-McMoran in Q4 2018 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Freeport-McMoran position peaked at $225K in Q1 2024.
  • 1,522 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.