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Connectus Wealth’s Freeport-McMoran FCX Stock Holding History

Connectus Wealth’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
Q1 		$15M Sell
318,430
-9,084
-3% -$367K 0.41% 60
2023
Q4 		$13.9M Buy
327,514
+50,601
+18% +$1.87M 0.29% 83
2023
Q3 		$10.3M Sell
276,913
-28,767
-9% -$1.16M 0.23% 102
2023
Q2 		$12.2M Buy
305,680
+28,981
+10% +$1.1M 0.28% 83
2023
Q1 		$11.3M Buy
276,699
+1,333
+0.5% +$55.4K 0.28% 85
2022
Q4 		$10.5M Sell
275,366
-14,193
-5% -$496K 0.25% 97
2022
Q3 		$7.91M Sell
289,559
-20,407
-7% -$597K 0.17% 137
2022
Q2 		$9.07M Buy
+309,966
New +$12.4M 0.21% 113

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Connectus Wealth's FCX Position: Q1 2024 in Review

Connectus Wealth reduced its Freeport-McMoran (FCX) stake by 2.8% in Q1 2024, selling an estimated $367K and leaving 318,430 shares worth $15M. The position accounts for 0.41% of the portfolio, ranked #60.

Connectus Wealth first reported a position in FCX in Q2 2022 and has held it in 8 quarters since. 1,453 funds tracked by Wall St. Rank hold FCX as of Q1 2024.

  • Connectus Wealth held 318,430 shares of Freeport-McMoran worth $15M as of Q1 2024.
  • Connectus Wealth sold 9,084 Freeport-McMoran shares in Q1 2024, an estimated $367K.
  • Freeport-McMoran made up 0.41% of Connectus Wealth's portfolio in Q1 2024, its #60 holding.
  • Connectus Wealth first reported a position in Freeport-McMoran in Q2 2022 and has held it in 8 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.