Cassady Schiller Wealth Management’s Freeport-McMoran FCX Stock Holding History

Cassady Schiller 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	$11.5K	Buy	302 +67	+29%	+$3K	﹤0.01%	328
2024 Q3	$11.7K	Hold	235	–	–	﹤0.01%	311
2024 Q2	$11.4K	Hold	235	–	–	﹤0.01%	309
2024 Q1	$11.1K	Hold	235	–	–	﹤0.01%	329
2023 Q4	$10K	Hold	235	–	–	0.01%	323
2023 Q3	$8.76K	Hold	235	–	–	﹤0.01%	338
2023 Q2	$9.4K	Buy	+235	New	+$8.96K	0.01%	343
2022 Q1	–	Sell	-25	Closed	-$1K	–	277
2021 Q4	$1K	Buy	+25	New	+$950	﹤0.01%	452

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Cassady Schiller Wealth Management's FCX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Freeport-McMoran (FCX) stake by 29% in Q4 2024, buying an estimated $3K and bringing the position to 302 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Cassady Schiller Wealth Management first reported a position in FCX in Q4 2021 and has held it in 8 quarters since. The position peaked at $11.7K in Q3 2024. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

Cassady Schiller Wealth Management held 302 shares of Freeport-McMoran worth $11.5K as of Q4 2024.
Cassady Schiller Wealth Management bought 67 Freeport-McMoran shares in Q4 2024, an estimated $3K.
Freeport-McMoran made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #328 holding.
Cassady Schiller Wealth Management first reported a position in Freeport-McMoran in Q4 2021 and has held it in 8 quarters since.
Cassady Schiller Wealth Management's Freeport-McMoran position peaked at $11.7K in Q3 2024.
1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.