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

Heritage 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
Q3 		– Sell
-25
Closed -$928 – 546
2021
Q2 		$928 Hold
25
– – ﹤0.01% 532
2021
Q1 		$823 Hold
25
– – ﹤0.01% 542
2020
Q4 		$1K Buy
+25
New +$520 ﹤0.01% 524
2020
Q1 		– Sell
-1,435
Closed -$18.8K – 489
2019
Q4 		$18.8K Buy
+1,435
New +$15.8K ﹤0.01% 383

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Heritage Wealth Advisors's FCX Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Freeport-McMoran (FCX) in Q3 2021, closing a stake of 25 shares — an estimated $928 sold.

Heritage Wealth Advisors first reported a position in FCX in Q4 2019 and held it in 4 quarters. The position peaked at $18.8K in Q4 2019. 1,034 funds tracked by Wall St. Rank hold FCX as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Freeport-McMoran position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 25 Freeport-McMoran shares in Q3 2021, an estimated $928.
  • Heritage Wealth Advisors first reported a position in Freeport-McMoran in Q4 2019 and held it in 4 quarters.
  • Heritage Wealth Advisors's Freeport-McMoran position peaked at $18.8K in Q4 2019.
  • 1,034 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.