Estate Counselors’s Freeport-McMoran FCX Stock Holding History

Estate Counselors’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	–	Sell	-32,989	Closed	-$1.4M	–	127
2023 Q4	$1.4M	Hold	32,989	–	–	0.17%	78
2023 Q3	$1.23M	Sell	32,989 -13	-0%	-$524	0.16%	82
2023 Q2	$1.32M	Hold	33,002	–	–	0.17%	84
2023 Q1	$1.35M	Sell	33,002 -45	-0.1%	-$1.87K	0.18%	61
2022 Q4	$1.26M	Hold	33,047	–	–	0.18%	81
2022 Q3	$903K	Hold	33,047	–	–	0.14%	87
2022 Q2	$966K	Sell	33,047 -541	-2%	-$21.7K	0.14%	90
2022 Q1	$1.67M	Hold	33,588	–	–	0.22%	59
2021 Q4	$1.4M	Buy	33,588 +673	+2%	+$25.6K	0.17%	70
2021 Q3	$1.07M	Buy	32,915 +540	+2%	+$19K	0.13%	96
2021 Q2	$1.2M	Buy	32,375 +650	+2%	+$25.3K	0.16%	75
2021 Q1	$1.04M	Buy	+31,725	New	+$1.03M	0.15%	81

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Estate Counselors's FCX Position: Q1 2024 in Review

Estate Counselors sold out of Freeport-McMoran (FCX) in Q1 2024, closing a stake of 32,989 shares — an estimated $1.4M sold.

Estate Counselors first reported a position in FCX in Q1 2021 and held it in 12 quarters. The position peaked at $1.67M in Q1 2022. 1,453 funds tracked by Wall St. Rank hold FCX as of Q1 2024.

Estate Counselors reported no remaining Freeport-McMoran position as of Q1 2024 after selling out during the quarter.
Estate Counselors sold 32,989 Freeport-McMoran shares in Q1 2024, an estimated $1.4M.
Estate Counselors first reported a position in Freeport-McMoran in Q1 2021 and held it in 12 quarters.
Estate Counselors's Freeport-McMoran position peaked at $1.67M in Q1 2022.
1,453 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2024.

Based on Estate Counselors's 13F filing for Q1 2024, filed 14 May 2024.