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Ellevest Inc’s Freeport-McMoran FCX Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-1,087
Closed -$44.5K – 784
2023
Q1 		$44.5K Buy
1,087
+607
+126% +$25.2K ﹤0.01% 631
2022
Q4 		$18.2K Hold
480
– – ﹤0.01% 872
2022
Q3 		$13K Sell
480
-79
-14% -$2.31K ﹤0.01% 926
2022
Q2 		$16K Buy
+559
New +$22.4K ﹤0.01% 792
2020
Q4 		– Sell
-650
Closed -$10K – 1238
2020
Q3 		$10K Sell
650
-50
-7% -$721 ﹤0.01% 653
2020
Q2 		$8K Sell
700
-207
-23% -$1.9K ﹤0.01% 655
2020
Q1 		$6K Buy
+907
New +$9.49K ﹤0.01% 622
2019
Q3 		– Sell
-893
Closed -$10K – 535
2019
Q2 		$10K Buy
+893
New +$10.4K ﹤0.01% 252

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ellevest Inc's FCX Position: Q2 2023 in Review

Ellevest Inc sold out of Freeport-McMoran (FCX) in Q2 2023, closing a stake of 1,087 shares — an estimated $44.5K sold.

Ellevest Inc first reported a position in FCX in Q2 2019 and held it in 8 quarters. The position peaked at $44.5K in Q1 2023. 1,295 funds tracked by Wall St. Rank hold FCX as of Q2 2023.

  • Ellevest Inc reported no remaining Freeport-McMoran position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,087 Freeport-McMoran shares in Q2 2023, an estimated $44.5K.
  • Ellevest Inc first reported a position in Freeport-McMoran in Q2 2019 and held it in 8 quarters.
  • Ellevest Inc's Freeport-McMoran position peaked at $44.5K in Q1 2023.
  • 1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.