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

CM 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
2024
Q2 		– Sell
-5,219
Closed -$268K – 108
2024
Q1 		$268K Buy
+5,219
New +$211K 0.08% 145
2023
Q3 		– Sell
-5,494
Closed -$241K – 108
2023
Q2 		$241K Sell
5,494
-27,461
-83% -$1.05M 0.08% 135
2023
Q1 		$1.23M Buy
+32,955
New +$1.37M 0.24% 118

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

CM Wealth Advisors's FCX Position: Q2 2024 in Review

CM Wealth Advisors sold out of Freeport-McMoran (FCX) in Q2 2024, closing a stake of 5,219 shares — an estimated $268K sold.

CM Wealth Advisors first reported a position in FCX in Q1 2023 and held it in 3 quarters. The position peaked at $1.23M in Q1 2023. 1,522 funds tracked by Wall St. Rank hold FCX as of Q2 2024.

  • CM Wealth Advisors reported no remaining Freeport-McMoran position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 5,219 Freeport-McMoran shares in Q2 2024, an estimated $268K.
  • CM Wealth Advisors first reported a position in Freeport-McMoran in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's Freeport-McMoran position peaked at $1.23M in Q1 2023.
  • 1,522 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.