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Primoris Wealth Advisors’s Freeport-McMoran FCX Stock Holding History

Primoris 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
2022
Q2 		– Sell
-23,691
Closed -$1.17M – 80
2022
Q1 		$1.17M Sell
23,691
-40,817
-63% -$1.81M 1.09% 30
2021
Q4 		$2.69M Buy
+64,508
New +$2.45M 2.17% 19

Other funds holding FCX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Primoris Wealth Advisors's FCX Position: Q2 2022 in Review

Primoris Wealth Advisors sold out of Freeport-McMoran (FCX) in Q2 2022, closing a stake of 23,691 shares — an estimated $1.17M sold.

Primoris Wealth Advisors first reported a position in FCX in Q4 2021 and held it in 2 quarters. The position peaked at $2.69M in Q4 2021. 1,126 funds tracked by Wall St. Rank hold FCX as of Q2 2022.

  • Primoris Wealth Advisors reported no remaining Freeport-McMoran position as of Q2 2022 after selling out during the quarter.
  • Primoris Wealth Advisors sold 23,691 Freeport-McMoran shares in Q2 2022, an estimated $1.17M.
  • Primoris Wealth Advisors first reported a position in Freeport-McMoran in Q4 2021 and held it in 2 quarters.
  • Primoris Wealth Advisors's Freeport-McMoran position peaked at $2.69M in Q4 2021.
  • 1,126 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2022.

Based on Primoris Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.