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New England Capital Financial Advisors’s Freeport-McMoran FCX Stock Holding History

New England Capital Financial 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
2023
Q3 		– Sell
-268
Closed -$10.7K – 400
2023
Q2 		$10.7K Hold
268
– – 0.01% 220
2023
Q1 		$11K Hold
268
– – 0.01% 238
2022
Q4 		$12.2K Buy
+268
New +$9.37K 0.01% 238

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New England Capital Financial Advisors's FCX Position: Q3 2023 in Review

New England Capital Financial Advisors sold out of Freeport-McMoran (FCX) in Q3 2023, closing a stake of 268 shares — an estimated $10.7K sold.

New England Capital Financial Advisors first reported a position in FCX in Q4 2022 and held it in 3 quarters. The position peaked at $12.2K in Q4 2022. 1,295 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

  • New England Capital Financial Advisors reported no remaining Freeport-McMoran position as of Q3 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 268 Freeport-McMoran shares in Q3 2023, an estimated $10.7K.
  • New England Capital Financial Advisors first reported a position in Freeport-McMoran in Q4 2022 and held it in 3 quarters.
  • New England Capital Financial Advisors's Freeport-McMoran position peaked at $12.2K in Q4 2022.
  • 1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on New England Capital Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.