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FirstPurpose Wealth’s Freeport-McMoran FCX Stock Holding History

FirstPurpose Wealth’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 		$360K Sell
7,062
-25
-0.4% -$1.01K 0.13% 143
2023
Q4 		$302K Buy
7,087
+218
+3% +$8.05K 0.11% 156
2023
Q3 		$256K Buy
6,869
+90
+1% +$3.63K 0.11% 163
2023
Q2 		$271K Buy
6,779
+164
+2% +$6.25K 0.12% 155
2023
Q1 		$271K Sell
6,615
-1,224
-16% -$50.9K 0.13% 138
2022
Q4 		$298K Buy
+7,839
New +$274K 0.17% 119

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FirstPurpose Wealth's FCX Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Freeport-McMoran (FCX) stake by 0.35% in Q1 2024, selling an estimated $1.01K and leaving 7,062 shares worth $360K. The position accounts for 0.13% of the portfolio, ranked #143.

FirstPurpose Wealth first reported a position in FCX in Q4 2022 and has held it in 6 quarters since. 1,454 funds tracked by Wall St. Rank hold FCX as of Q1 2024.

  • FirstPurpose Wealth held 7,062 shares of Freeport-McMoran worth $360K as of Q1 2024.
  • FirstPurpose Wealth sold 25 Freeport-McMoran shares in Q1 2024, an estimated $1.01K.
  • Freeport-McMoran made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #143 holding.
  • FirstPurpose Wealth first reported a position in Freeport-McMoran in Q4 2022 and has held it in 6 quarters since.
  • 1,454 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.