Concord Wealth Partners’s Freeport-McMoran FCX Stock Holding History

Concord Wealth Partners’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	–	Sell	-69	Closed	-$3.44K	–	948
2024 Q3	$3.44K	Buy	69 +59	+590%	+$2.66K	﹤0.01%	687
2024 Q2	$486	Buy	+10	New	+$504	﹤0.01%	761
2023 Q3	–	Sell	-50	Closed	-$2K	–	1052
2023 Q2	$2K	Hold	50	–	–	﹤0.01%	865
2023 Q1	$2.05K	Sell	50 -57	-53%	-$2.37K	﹤0.01%	804
2022 Q4	$4.07K	Buy	+107	New	+$3.74K	﹤0.01%	812
2022 Q3	–	Sell	-50	Closed	-$1K	–	484
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1126
2022 Q1	$2K	Sell	50 -302	-86%	-$13.4K	﹤0.01%	1091
2021 Q4	$15K	Buy	+352	New	+$13.4K	﹤0.01%	696

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

Concord Wealth Partners's FCX Position: Q4 2024 in Review

Concord Wealth Partners sold out of Freeport-McMoran (FCX) in Q4 2024, closing a stake of 69 shares — an estimated $3.44K sold.

Concord Wealth Partners first reported a position in FCX in Q4 2021 and held it in 8 quarters. The position peaked at $15K in Q4 2021. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

Concord Wealth Partners reported no remaining Freeport-McMoran position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 69 Freeport-McMoran shares in Q4 2024, an estimated $3.44K.
Concord Wealth Partners first reported a position in Freeport-McMoran in Q4 2021 and held it in 8 quarters.
Concord Wealth Partners's Freeport-McMoran position peaked at $15K in Q4 2021.
1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.