REDW Wealth’s Freeport-McMoran FCX Stock Holding History

REDW Wealth’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 Q1	–	Sell	-6,597	Closed	-$281K	–	164
2023 Q4	$281K	Hold	6,597	–	–	0.08%	120
2023 Q3	$246K	Hold	6,597	–	–	0.08%	120
2023 Q2	$264K	Buy	6,597 +658	+11%	+$25.1K	0.08%	121
2023 Q1	$243K	Hold	5,939	–	–	0.08%	123
2022 Q4	$226K	Buy	+5,939	New	+$208K	0.08%	122
2022 Q2	–	Sell	-5,939	Closed	-$295K	–	119
2022 Q1	$295K	Hold	5,939	–	–	0.09%	91
2021 Q4	$248K	Sell	5,939 -550	-8%	-$20.9K	0.07%	106
2021 Q3	$211K	Sell	6,489 -5,000	-44%	-$176K	0.07%	109
2021 Q2	$426K	Buy	11,489 +1,489	+15%	+$58K	0.13%	70
2021 Q1	$329K	Hold	10,000	–	–	0.11%	78
2020 Q4	$260K	Hold	10,000	–	–	0.1%	78
2020 Q3	$156K	Buy	+10,000	New	+$144K	0.07%	86

Other funds holding FCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

REDW Wealth's FCX Position: Q1 2024 in Review

REDW Wealth sold out of Freeport-McMoran (FCX) in Q1 2024, closing a stake of 6,597 shares — an estimated $281K sold.

REDW Wealth first reported a position in FCX in Q3 2020 and held it in 12 quarters. The position peaked at $426K in Q2 2021. 1,453 funds tracked by Wall St. Rank hold FCX as of Q1 2024.

REDW Wealth reported no remaining Freeport-McMoran position as of Q1 2024 after selling out during the quarter.
REDW Wealth sold 6,597 Freeport-McMoran shares in Q1 2024, an estimated $281K.
REDW Wealth first reported a position in Freeport-McMoran in Q3 2020 and held it in 12 quarters.
REDW Wealth's Freeport-McMoran position peaked at $426K in Q2 2021.
1,453 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2024.

Based on REDW Wealth's 13F filing for Q1 2024, filed 1 May 2024.