Icon Wealth Partners’s Freeport-McMoran FCX Stock Holding History

Icon Wealth Partners’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
2023 Q3	$137K	Sell	3,666 -61	-2%	-$2.46K	0.02%	334
2023 Q2	$149K	Sell	3,727 -1,680	-31%	-$64K	0.02%	351
2023 Q1	$221K	Buy	+5,407	New	+$225K	0.02%	303
2020 Q3	–	Sell	-14,659	Closed	-$170K	–	282
2020 Q2	$170K	Sell	14,659 -6,614	-31%	-$60.6K	0.04%	248
2020 Q1	$144K	Buy	21,273 +780	+4%	+$8.16K	0.06%	146
2019 Q4	$269K	Sell	20,493 -9	-0%	-$99	0.09%	136
2019 Q3	$196K	Buy	20,502 +2,477	+14%	+$25.4K	0.07%	157
2019 Q2	$209K	Buy	18,025 +993	+6%	+$11.6K	0.07%	147
2019 Q1	$220K	Buy	17,032 +2,312	+16%	+$28K	0.08%	140
2018 Q4	$152K	Buy	14,720 +1,673	+13%	+$19.5K	0.07%	167
2018 Q3	$182K	Buy	13,047 +347	+3%	+$5.24K	0.08%	181
2018 Q2	$219K	Sell	12,700 -289	-2%	-$4.9K	0.09%	148
2018 Q1	$228K	Sell	12,989 -2,412	-16%	-$45.3K	0.12%	152
2017 Q4	$292K	Buy	+15,401	New	+$232K	0.14%	138

Other funds holding FCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Icon Wealth Partners's FCX Position: Q3 2023 in Review

Icon Wealth Partners reduced its Freeport-McMoran (FCX) stake by 1.6% in Q3 2023, selling an estimated $2.46K and leaving 3,666 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #334.

Icon Wealth Partners first reported a position in FCX in Q4 2017 and has held it in 14 quarters since. The position peaked at $292K in Q4 2017. 1,294 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

Icon Wealth Partners held 3,666 shares of Freeport-McMoran worth $137K as of Q3 2023.
Icon Wealth Partners sold 61 Freeport-McMoran shares in Q3 2023, an estimated $2.46K.
Freeport-McMoran made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #334 holding.
Icon Wealth Partners first reported a position in Freeport-McMoran in Q4 2017 and has held it in 14 quarters since.
Icon Wealth Partners's Freeport-McMoran position peaked at $292K in Q4 2017.
1,294 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.