Polaris Wealth Advisory Group’s Freeport-McMoran FCX Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$225K	Buy	+6,025	New	+$243K	0.02%	157
2023 Q2	–	Sell	-6,025	Closed	-$246K	–	161
2023 Q1	$246K	Hold	6,025	–	–	0.02%	156
2022 Q4	$273K	Buy	+6,025	New	+$211K	0.02%	154
2022 Q2	–	Sell	-15,525	Closed	-$753K	–	146
2022 Q1	$753K	Hold	15,525	–	–	0.05%	102
2021 Q4	$648K	Sell	15,525 -807	-5%	-$30.7K	0.04%	118
2021 Q3	$561K	Sell	16,332 -3,625	-18%	-$128K	0.03%	114
2021 Q2	$740K	Buy	19,957 +807	+4%	+$31.4K	0.04%	104
2021 Q1	$652K	Buy	19,150 +12,500	+188%	+$405K	0.04%	109
2020 Q4	$207K	Buy	+6,650	New	+$138K	0.02%	170
2019 Q3	–	Sell	-2,224,447	Closed	-$25.5M	–	163
2019 Q2	$25.5M	Buy	+2,224,447	New	+$25.9M	1.93%	19

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Polaris Wealth Advisory Group's FCX Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Freeport-McMoran (FCX) in Q3 2023: 6,025 shares worth $225K. The stake represents 0.02% of the portfolio and ranks #157 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in FCX as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in FCX in Q2 2019 and has held it in 10 quarters since. The position peaked at $25.5M in Q2 2019. 1,295 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

Polaris Wealth Advisory Group held 6,025 shares of Freeport-McMoran worth $225K as of Q3 2023.
Freeport-McMoran was a new Polaris Wealth Advisory Group position in Q3 2023.
Freeport-McMoran made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #157 holding.
Polaris Wealth Advisory Group first reported a position in Freeport-McMoran in Q2 2019 and has held it in 10 quarters since.
Polaris Wealth Advisory Group's Freeport-McMoran position peaked at $25.5M in Q2 2019.
1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.