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One Wealth Management Investment & Advisory Services’s Freeport-McMoran FCX Stock Holding History

One Wealth Management Investment & 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
Q3 		– Sell
-4,144
Closed -$201K – 77
2024
Q2 		$201K Sell
4,144
-876
-17% -$44.1K 0.08% 130
2024
Q1 		$236K Buy
+5,020
New +$203K 0.1% 115

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's FCX Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Freeport-McMoran (FCX) in Q3 2024, closing a stake of 4,144 shares — an estimated $201K sold.

One Wealth Management Investment & Advisory Services first reported a position in FCX in Q1 2024 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 1,526 funds tracked by Wall St. Rank hold FCX as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Freeport-McMoran position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 4,144 Freeport-McMoran shares in Q3 2024, an estimated $201K.
  • One Wealth Management Investment & Advisory Services first reported a position in Freeport-McMoran in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's Freeport-McMoran position peaked at $236K in Q1 2024.
  • 1,526 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.