Lenox Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Lenox Wealth Advisors’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 Q1	$5K	Buy	95 +26	+38%	+$1.15K	﹤0.01%	561
2021 Q4	$3K	Buy	69 +59	+590%	+$2.24K	﹤0.01%	666
2021 Q3	$0	Hold	10	–	–	﹤0.01%	740
2021 Q2	$0	Hold	10	–	–	﹤0.01%	730
2021 Q1	$0	Sell	10 -260	-96%	-$8.43K	﹤0.01%	706
2020 Q4	$7K	Hold	270	–	–	﹤0.01%	468
2020 Q3	$4K	Hold	270	–	–	﹤0.01%	456
2020 Q2	$3K	Buy	+270	New	+$2.48K	﹤0.01%	484
2016 Q2	–	Sell	-17	Closed	–	–	222
2016 Q1	$0	Hold	17	–	–	﹤0.01%	306
2015 Q4	$0	Hold	17	–	–	﹤0.01%	525
2015 Q3	$0	Hold	17	–	–	﹤0.01%	403
2015 Q2	$0	Buy	+17	New	+$351	﹤0.01%	310
2014 Q4	–	Sell	-250	Closed	-$8K	–	330
2014 Q3	$8K	Sell	250 -44	-15%	-$1.6K	﹤0.01%	190
2014 Q2	$11K	Hold	294	–	–	0.01%	142
2014 Q1	$10K	Buy	+294	New	+$9.78K	0.01%	128

Other funds holding FCX

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

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

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

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lenox Wealth Advisors's FCX Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Freeport-McMoran (FCX) stake by 38% in Q1 2022, buying an estimated $1.15K and bringing the position to 95 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Lenox Wealth Advisors first reported a position in FCX in Q1 2014 and has held it in 15 quarters since. The position peaked at $11K in Q2 2014. 1,265 funds tracked by Wall St. Rank hold FCX as of Q1 2022.

Lenox Wealth Advisors held 95 shares of Freeport-McMoran worth $5K as of Q1 2022.
Lenox Wealth Advisors bought 26 Freeport-McMoran shares in Q1 2022, an estimated $1.15K.
Freeport-McMoran made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #561 holding.
Lenox Wealth Advisors first reported a position in Freeport-McMoran in Q1 2014 and has held it in 15 quarters since.
Lenox Wealth Advisors's Freeport-McMoran position peaked at $11K in Q2 2014.
1,265 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.