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LWM Advisory Services’s Freeport-McMoran FCX Stock Holding History

LWM Advisory Services’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 		– Sell
-6,774
Closed -$338K – 98
2024
Q3 		$338K Sell
6,774
-1,064
-14% -$48K 0.25% 72
2024
Q2 		$381K Buy
+7,838
New +$395K 0.32% 56

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

LWM Advisory Services's FCX Position: Q4 2024 in Review

LWM Advisory Services sold out of Freeport-McMoran (FCX) in Q4 2024, closing a stake of 6,774 shares — an estimated $338K sold.

LWM Advisory Services first reported a position in FCX in Q2 2024 and held it in 2 quarters. The position peaked at $381K in Q2 2024. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • LWM Advisory Services reported no remaining Freeport-McMoran position as of Q4 2024 after selling out during the quarter.
  • LWM Advisory Services sold 6,774 Freeport-McMoran shares in Q4 2024, an estimated $338K.
  • LWM Advisory Services first reported a position in Freeport-McMoran in Q2 2024 and held it in 2 quarters.
  • LWM Advisory Services's Freeport-McMoran position peaked at $381K in Q2 2024.
  • 1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on LWM Advisory Services's 13F filing for Q4 2024, filed 4 Feb 2025.