CWM
FCX icon

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

Curi 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
Q3 		– Sell
-696
Closed -$20K – 369
2022
Q2 		$20K Sell
696
-638
-48% -$25.5K ﹤0.01% 303
2022
Q1 		$66K Buy
1,334
+1,300
+3,824% +$57.6K 0.01% 191
2021
Q4 		$1K Buy
+34
New +$1.29K ﹤0.01% 443
2021
Q1 		– Sell
-34
Closed – – 231
2020
Q4 		$0 Buy
+34
New +$707 ﹤0.01% 431

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi Wealth Management's FCX Position: Q3 2022 in Review

Curi Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2022, closing a stake of 696 shares — an estimated $20K sold.

Curi Wealth Management first reported a position in FCX in Q4 2020 and held it in 4 quarters. The position peaked at $66K in Q1 2022. 1,089 funds tracked by Wall St. Rank hold FCX as of Q3 2022.

  • Curi Wealth Management reported no remaining Freeport-McMoran position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 696 Freeport-McMoran shares in Q3 2022, an estimated $20K.
  • Curi Wealth Management first reported a position in Freeport-McMoran in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Freeport-McMoran position peaked at $66K in Q1 2022.
  • 1,089 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.