Nicola Wealth Management’s Freeport-McMoran FCX Stock Holding History

Nicola 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
2023 Q3	–	Sell	-265,800	Closed	-$10.6M	–	113
2023 Q2	$10.6M	Hold	265,800	–	–	1.04%	38
2023 Q1	$10.9M	Buy	265,800 +16,000	+6%	+$666K	1.07%	34
2022 Q4	$9.49M	Sell	249,800 -40,800	-14%	-$1.43M	0.96%	37
2022 Q3	$7.94M	Buy	290,600 +28,500	+11%	+$834K	0.87%	43
2022 Q2	$7.67M	Buy	262,100 +101,100	+63%	+$4.05M	0.73%	48
2022 Q1	$8.01M	Sell	161,000 -24,000	-13%	-$1.06M	0.71%	49
2021 Q4	$7.72M	Buy	185,000 +25,000	+16%	+$950K	0.73%	54
2021 Q3	$5.21M	Buy	160,000 +50,000	+45%	+$1.76M	0.54%	72
2021 Q2	$4.08M	Buy	+110,000	New	+$4.29M	0.42%	86

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Nicola Wealth Management's FCX Position: Q3 2023 in Review

Nicola Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2023, closing a stake of 265,800 shares — an estimated $10.6M sold.

Nicola Wealth Management first reported a position in FCX in Q2 2021 and held it in 9 quarters. The position peaked at $10.9M in Q1 2023. 1,295 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

Nicola Wealth Management reported no remaining Freeport-McMoran position as of Q3 2023 after selling out during the quarter.
Nicola Wealth Management sold 265,800 Freeport-McMoran shares in Q3 2023, an estimated $10.6M.
Nicola Wealth Management first reported a position in Freeport-McMoran in Q2 2021 and held it in 9 quarters.
Nicola Wealth Management's Freeport-McMoran position peaked at $10.9M in Q1 2023.
1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on Nicola Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.