LWM
FCX icon

Laidlaw Wealth Management’s Freeport-McMoran FCX Stock Holding History

Laidlaw Wealth Management’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
Q4 		– Sell
-9,868
Closed -$368K – 245
2023
Q3 		$368K Buy
9,868
+4,017
+69% +$162K 0.12% 182
2023
Q2 		$234K Buy
5,851
+33
+0.6% +$1.26K 0.05% 304
2023
Q1 		$238K Sell
5,818
-187
-3% -$7.78K 0.05% 298
2022
Q4 		$228K Sell
6,005
-2,611
-30% -$91.3K 0.05% 309
2022
Q3 		$235K Buy
8,616
+125
+1% +$3.66K 0.05% 274
2022
Q2 		$248K Buy
8,491
+1,534
+22% +$61.4K 0.05% 303
2022
Q1 		$346K Buy
6,957
+421
+6% +$18.6K 0.06% 277
2021
Q4 		$273K Sell
6,536
-2,713
-29% -$103K 0.04% 324
2021
Q3 		$301K Sell
9,249
-4,746
-34% -$167K 0.08% 192
2021
Q2 		$519K Buy
13,995
+766
+6% +$29.8K 0.13% 144
2021
Q1 		$436K Sell
13,229
-3,195
-19% -$104K 0.15% 138
2020
Q4 		$427K Buy
+16,424
New +$341K 0.09% 211

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laidlaw Wealth Management's FCX Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of Freeport-McMoran (FCX) in Q4 2023, closing a stake of 9,868 shares — an estimated $368K sold.

Laidlaw Wealth Management first reported a position in FCX in Q4 2020 and held it in 12 quarters. The position peaked at $519K in Q2 2021. 1,421 funds tracked by Wall St. Rank hold FCX as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining Freeport-McMoran position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 9,868 Freeport-McMoran shares in Q4 2023, an estimated $368K.
  • Laidlaw Wealth Management first reported a position in Freeport-McMoran in Q4 2020 and held it in 12 quarters.
  • Laidlaw Wealth Management's Freeport-McMoran position peaked at $519K in Q2 2021.
  • 1,421 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.