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High Net Worth Advisory Group’s Freeport-McMoran FCX Stock Holding History

High Net Worth Advisory Group’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 		– Sell
-187
Closed -$5K – 649
2022
Q3 		$5K Hold
187
– – ﹤0.01% 580
2022
Q2 		$5K Buy
+187
New +$7.49K ﹤0.01% 583

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

High Net Worth Advisory Group's FCX Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Freeport-McMoran (FCX) in Q4 2022, closing a stake of 187 shares — an estimated $5K sold.

High Net Worth Advisory Group first reported a position in FCX in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 1,245 funds tracked by Wall St. Rank hold FCX as of Q4 2022.

  • High Net Worth Advisory Group reported no remaining Freeport-McMoran position as of Q4 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 187 Freeport-McMoran shares in Q4 2022, an estimated $5K.
  • High Net Worth Advisory Group first reported a position in Freeport-McMoran in Q2 2022 and held it in 2 quarters.
  • High Net Worth Advisory Group's Freeport-McMoran position peaked at $5K in Q3 2022.
  • 1,245 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.