EWP
FCX icon

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

Engrave 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
2021
Q3 		– Sell
-172,330
Closed -$6.39M – 73
2021
Q2 		$6.39M Sell
172,330
-9,874
-5% -$385K 1.93% 23
2021
Q1 		$6M Buy
182,204
+63,182
+53% +$2.05M 2.42% 16
2020
Q4 		$3.64M Buy
119,022
+19,702
+20% +$410K 2.98% 11
2020
Q3 		$1.56M Buy
+99,320
New +$1.43M 1.51% 19

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Engrave Wealth Partners's FCX Position: Q3 2021 in Review

Engrave Wealth Partners sold out of Freeport-McMoran (FCX) in Q3 2021, closing a stake of 172,330 shares — an estimated $6.39M sold.

Engrave Wealth Partners first reported a position in FCX in Q3 2020 and held it in 4 quarters. The position peaked at $6.39M in Q2 2021. 1,035 funds tracked by Wall St. Rank hold FCX as of Q3 2021.

  • Engrave Wealth Partners reported no remaining Freeport-McMoran position as of Q3 2021 after selling out during the quarter.
  • Engrave Wealth Partners sold 172,330 Freeport-McMoran shares in Q3 2021, an estimated $6.39M.
  • Engrave Wealth Partners first reported a position in Freeport-McMoran in Q3 2020 and held it in 4 quarters.
  • Engrave Wealth Partners's Freeport-McMoran position peaked at $6.39M in Q2 2021.
  • 1,035 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2021.

Based on Engrave Wealth Partners's 13F filing for Q3 2021, filed 8 Oct 2021.