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

Castle 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
2022
Q4 		– Sell
-825
Closed -$23K – 285
2022
Q3 		$23K Buy
825
+425
+106% +$12.4K 0.01% 312
2022
Q2 		$12K Buy
+400
New +$16K 0.01% 375

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Castle Wealth Management's FCX Position: Q4 2022 in Review

Castle Wealth Management sold out of Freeport-McMoran (FCX) in Q4 2022, closing a stake of 825 shares — an estimated $23K sold.

Castle Wealth Management first reported a position in FCX in Q2 2022 and held it in 2 quarters. The position peaked at $23K in Q3 2022. 1,245 funds tracked by Wall St. Rank hold FCX as of Q4 2022.

  • Castle Wealth Management reported no remaining Freeport-McMoran position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 825 Freeport-McMoran shares in Q4 2022, an estimated $23K.
  • Castle Wealth Management first reported a position in Freeport-McMoran in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Freeport-McMoran position peaked at $23K in Q3 2022.
  • 1,245 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.