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Lake Street Advisors Group’s Freeport-McMoran FCX Stock Holding History

Lake Street Advisors 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
2024
Q4 		$319K Sell
8,370
-1,152
-12% -$51.5K 0.01% 430
2024
Q3 		$475K Sell
9,522
-2,409
-20% -$109K 0.02% 342
2024
Q2 		$580K Buy
11,931
+1,082
+10% +$54.5K 0.03% 293
2024
Q1 		$510K Buy
10,849
+2,037
+23% +$82.2K 0.02% 340
2023
Q4 		$375K Buy
+8,812
New +$325K 0.02% 383

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lake Street Advisors Group's FCX Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Freeport-McMoran (FCX) stake by 12% in Q4 2024, selling an estimated $51.5K and leaving 8,370 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #430.

Lake Street Advisors Group first reported a position in FCX in Q4 2023 and has held it in 5 quarters since. The position peaked at $580K in Q2 2024. 1,479 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • Lake Street Advisors Group held 8,370 shares of Freeport-McMoran worth $319K as of Q4 2024.
  • Lake Street Advisors Group sold 1,152 Freeport-McMoran shares in Q4 2024, an estimated $51.5K.
  • Freeport-McMoran made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #430 holding.
  • Lake Street Advisors Group first reported a position in Freeport-McMoran in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Freeport-McMoran position peaked at $580K in Q2 2024.
  • 1,479 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.