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Norris Financial Group’s Freeport-McMoran FCX Stock Holding History

Norris Financial Group’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
2021
Q4 		– Sell
-25,687
Closed -$836K – 90
2021
Q3 		$836K Sell
25,687
-5,097
-17% -$179K 0.55% 42
2021
Q2 		$1.14M Buy
30,784
+7,995
+35% +$311K 0.77% 34
2021
Q1 		$750K Buy
+22,789
New +$739K 0.55% 47

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norris Financial Group's FCX Position: Q4 2021 in Review

Norris Financial Group sold out of Freeport-McMoran (FCX) in Q4 2021, closing a stake of 25,687 shares — an estimated $836K sold.

Norris Financial Group first reported a position in FCX in Q1 2021 and held it in 3 quarters. The position peaked at $1.14M in Q2 2021. 1,158 funds tracked by Wall St. Rank hold FCX as of Q4 2021.

  • Norris Financial Group reported no remaining Freeport-McMoran position as of Q4 2021 after selling out during the quarter.
  • Norris Financial Group sold 25,687 Freeport-McMoran shares in Q4 2021, an estimated $836K.
  • Norris Financial Group first reported a position in Freeport-McMoran in Q1 2021 and held it in 3 quarters.
  • Norris Financial Group's Freeport-McMoran position peaked at $1.14M in Q2 2021.
  • 1,158 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2021.

Based on Norris Financial Group's 13F filing for Q4 2021, filed 20 May 2026.