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

Connecticut 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
Q2 		– Sell
-12,058
Closed -$567K – 329
2024
Q1 		$567K Sell
12,058
-1,808
-13% -$73K 0.03% 205
2023
Q4 		$590K Buy
+13,866
New +$512K 0.03% 196

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

Connecticut Wealth Management's FCX Position: Q2 2024 in Review

Connecticut Wealth Management sold out of Freeport-McMoran (FCX) in Q2 2024, closing a stake of 12,058 shares — an estimated $567K sold.

Connecticut Wealth Management first reported a position in FCX in Q4 2023 and held it in 2 quarters. The position peaked at $590K in Q4 2023. 1,522 funds tracked by Wall St. Rank hold FCX as of Q2 2024.

  • Connecticut Wealth Management reported no remaining Freeport-McMoran position as of Q2 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 12,058 Freeport-McMoran shares in Q2 2024, an estimated $567K.
  • Connecticut Wealth Management first reported a position in Freeport-McMoran in Q4 2023 and held it in 2 quarters.
  • Connecticut Wealth Management's Freeport-McMoran position peaked at $590K in Q4 2023.
  • 1,522 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2024.

Based on Connecticut Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.