Lee Financial’s Freeport-McMoran FCX Stock Holding History

Lee Financial’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 Q1	–	Sell	-16	Closed	-$682	–	396
2023 Q4	$682	Sell	16 -114	-88%	-$4.21K	﹤0.01%	815
2023 Q3	$4.85K	Hold	130	–	–	﹤0.01%	525
2023 Q2	$5.2K	Hold	130	–	–	﹤0.01%	502
2023 Q1	$5.32K	Sell	130 -23	-15%	-$957	﹤0.01%	518
2022 Q4	$5.81K	Buy	153 +54	+55%	+$1.89K	﹤0.01%	531
2022 Q3	$3K	Buy	99 +8	+9%	+$234	﹤0.01%	617
2022 Q2	$3K	Buy	91 +43	+90%	+$1.72K	﹤0.01%	623
2022 Q1	$2K	Buy	+48	New	+$2.13K	﹤0.01%	642
2021 Q3	–	Sell	-48	Closed	-$2K	–	706
2021 Q2	$2K	Buy	+48	New	+$1.87K	﹤0.01%	567
2018 Q3	–	Sell	-1,043	Closed	-$18K	–	546
2018 Q2	$18K	Buy	1,043 +4	+0.4%	+$68	﹤0.01%	364
2018 Q1	$18K	Buy	+1,039	New	+$19.5K	﹤0.01%	362
2017 Q3	–	Sell	-200	Closed	-$2K	–	493
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	461
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	370
2016 Q4	$3K	Buy	+200	New	+$2.56K	﹤0.01%	389

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Lee Financial's FCX Position: Q1 2024 in Review

Lee Financial sold out of Freeport-McMoran (FCX) in Q1 2024, closing a stake of 16 shares — an estimated $682 sold.

Lee Financial first reported a position in FCX in Q4 2016 and held it in 14 quarters. The position peaked at $18K in Q2 2018. 1,453 funds tracked by Wall St. Rank hold FCX as of Q1 2024.

Lee Financial reported no remaining Freeport-McMoran position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 16 Freeport-McMoran shares in Q1 2024, an estimated $682.
Lee Financial first reported a position in Freeport-McMoran in Q4 2016 and held it in 14 quarters.
Lee Financial's Freeport-McMoran position peaked at $18K in Q2 2018.
1,453 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.