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Pacific Capital Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Pacific Capital Wealth 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
2024
Q4 		– Sell
-164
Closed -$8.19K – 433
2024
Q3 		$8.19K Buy
164
+12
+8% +$541 ﹤0.01% 313
2024
Q2 		$7.39K Hold
152
– – ﹤0.01% 344
2024
Q1 		$7.15K Buy
+152
New +$6.14K ﹤0.01% 257

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

Pacific Capital Wealth Advisors's FCX Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Freeport-McMoran (FCX) in Q4 2024, closing a stake of 164 shares — an estimated $8.19K sold.

Pacific Capital Wealth Advisors first reported a position in FCX in Q1 2024 and held it in 3 quarters. The position peaked at $8.19K in Q3 2024. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Freeport-McMoran position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 164 Freeport-McMoran shares in Q4 2024, an estimated $8.19K.
  • Pacific Capital Wealth Advisors first reported a position in Freeport-McMoran in Q1 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Freeport-McMoran position peaked at $8.19K in Q3 2024.
  • 1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.