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Montz Harcus Wealth Management’s Freeport-McMoran FCX Stock Holding History

Montz Harcus Wealth Management’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
-4,155
Closed -$207K – 77
2024
Q3 		$207K Buy
+4,155
New +$187K 0.12% 72

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

Montz Harcus Wealth Management's FCX Position: Q4 2024 in Review

Montz Harcus Wealth Management sold out of Freeport-McMoran (FCX) in Q4 2024, closing a stake of 4,155 shares — an estimated $207K sold.

Montz Harcus Wealth Management first reported a position in FCX in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • Montz Harcus Wealth Management reported no remaining Freeport-McMoran position as of Q4 2024 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 4,155 Freeport-McMoran shares in Q4 2024, an estimated $207K.
  • Montz Harcus Wealth Management first reported a position in Freeport-McMoran in Q3 2024 and held it in 1 quarter.
  • Montz Harcus Wealth Management's Freeport-McMoran position peaked at $207K in Q3 2024.
  • 1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Montz Harcus Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.