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Heritage Wealth Management (Arizona)’s Freeport-McMoran FCX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$50.7K Buy
1,334
+743
+126% +$26K 0.01% 498
2022
Q3 		$16K Buy
591
+64
+12% +$1.87K 0.01% 576
2022
Q2 		$15.4K Hold
527
– – 0.01% 585
2022
Q1 		$26K Buy
+527
New +$23.3K 0.01% 556
2021
Q3 		$17K Hold
527
– – 0.01% 579
2021
Q2 		$20K Hold
527
– – 0.01% 560
2021
Q1 		$17K Buy
+527
New +$17.1K 0.01% 507

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s FCX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Freeport-McMoran (FCX) stake by 126% in Q4 2022, buying an estimated $26K and bringing the position to 1,334 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #498.

Heritage Wealth Management (Arizona) first reported a position in FCX in Q1 2021 and has held it in 7 quarters since. 1,245 funds tracked by Wall St. Rank hold FCX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,334 shares of Freeport-McMoran worth $50.7K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 743 Freeport-McMoran shares in Q4 2022, an estimated $26K.
  • Freeport-McMoran made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #498 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Freeport-McMoran in Q1 2021 and has held it in 7 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.