Laurel Wealth Advisors (California)’s Freeport-McMoran FCX Stock Holding History

Laurel Wealth Advisors (California)’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	$1.02M	Buy	28,020 +2,684	+11%	+$93.8K	0.1%	209
2022 Q3	$693K	Buy	25,336 +729	+3%	+$21.3K	0.07%	283
2022 Q2	$720K	Sell	24,607 -806	-3%	-$32.3K	0.07%	272
2022 Q1	$1.26M	Buy	25,413 +3,889	+18%	+$172K	0.1%	206
2021 Q4	$898K	Buy	21,524 +10,891	+102%	+$414K	0.07%	287
2021 Q3	$346K	Buy	10,633 +685	+7%	+$24.1K	0.06%	307
2021 Q2	$369K	Buy	9,948 +470	+5%	+$18.3K	0.05%	351
2021 Q1	$312K	Sell	9,478 -80	-0.8%	-$2.59K	0.05%	349
2020 Q4	$249K	Buy	+9,558	New	+$199K	0.04%	377
2017 Q2	–	Sell	-11,525	Closed	-$153K	–	324
2017 Q1	$153K	Buy	+11,525	New	+$166K	0.06%	266

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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FCX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Freeport-McMoran (FCX) stake by 11% in Q4 2022, buying an estimated $93.8K and bringing the position to 28,020 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #209.

Laurel Wealth Advisors (California) first reported a position in FCX in Q1 2017 and has held it in 10 quarters since. The position peaked at $1.26M in Q1 2022. 1,245 funds tracked by Wall St. Rank hold FCX as of Q4 2022.

Laurel Wealth Advisors (California) held 28,020 shares of Freeport-McMoran worth $1.02M as of Q4 2022.
Laurel Wealth Advisors (California) bought 2,684 Freeport-McMoran shares in Q4 2022, an estimated $93.8K.
Freeport-McMoran made up 0.1% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #209 holding.
Laurel Wealth Advisors (California) first reported a position in Freeport-McMoran in Q1 2017 and has held it in 10 quarters since.
Laurel Wealth Advisors (California)'s Freeport-McMoran position peaked at $1.26M in Q1 2022.
1,245 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.