Evolution Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Evolution Wealth Advisors’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 Q4	–	Sell	-296	Closed	-$10K	–	325
2021 Q3	$10K	Hold	296	–	–	﹤0.01%	395
2021 Q2	$11K	Sell	296 -126,906	-100%	-$4.94M	﹤0.01%	392
2021 Q1	$4.19M	Sell	127,202 -643,750	-84%	-$20.9M	0.94%	24
2020 Q4	$20.1M	Hold	770,952	–	–	4.52%	6
2020 Q3	$12.1M	Hold	770,952	–	–	3.3%	7
2020 Q2	$8.92M	Buy	770,952 +296	+0%	+$2.71K	2.92%	11
2020 Q1	$5.2M	Hold	770,656	–	–	2.1%	15
2019 Q4	$10.1M	Hold	770,656	–	–	2.53%	13
2019 Q3	$7.38M	Sell	770,656 -113,777	-13%	-$1.17M	3.52%	8
2019 Q2	$10.3M	Buy	+884,433	New	+$10.3M	4.44%	8

Other funds holding FCX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evolution Wealth Advisors's FCX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Freeport-McMoran (FCX) in Q4 2021, closing a stake of 296 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in FCX in Q2 2019 and held it in 10 quarters. The position peaked at $20.1M in Q4 2020. 1,158 funds tracked by Wall St. Rank hold FCX as of Q4 2021.

Evolution Wealth Advisors reported no remaining Freeport-McMoran position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 296 Freeport-McMoran shares in Q4 2021, an estimated $10K.
Evolution Wealth Advisors first reported a position in Freeport-McMoran in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Freeport-McMoran position peaked at $20.1M in Q4 2020.
1,158 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.