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Oxford Wealth Group’s Freeport-McMoran FCX Stock Holding History

Oxford Wealth 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
2024
Q4 		$724K Buy
19,008
+46
+0.2% +$2.06K 0.47% 40
2024
Q3 		$947K Sell
18,962
-2,615
-12% -$118K 0.77% 37
2024
Q2 		$1.05M Buy
21,577
+4,657
+28% +$235K 0.72% 37
2024
Q1 		$796K Buy
+16,920
New +$683K 0.72% 36

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

Oxford Wealth Group's FCX Position: Q4 2024 in Review

Oxford Wealth Group increased its Freeport-McMoran (FCX) stake by 0.24% in Q4 2024, buying an estimated $2.06K and bringing the position to 19,008 shares worth $724K. The position accounts for 0.47% of the portfolio, ranked #40.

Oxford Wealth Group first reported a position in FCX in Q1 2024 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2024. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • Oxford Wealth Group held 19,008 shares of Freeport-McMoran worth $724K as of Q4 2024.
  • Oxford Wealth Group bought 46 Freeport-McMoran shares in Q4 2024, an estimated $2.06K.
  • Freeport-McMoran made up 0.47% of Oxford Wealth Group's portfolio in Q4 2024, its #40 holding.
  • Oxford Wealth Group first reported a position in Freeport-McMoran in Q1 2024 and has held it in 4 quarters since.
  • Oxford Wealth Group's Freeport-McMoran position peaked at $1.05M in Q2 2024.
  • 1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Oxford Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.