RFA
FCX icon

Reilly Financial Advisors’s Freeport-McMoran FCX Stock Holding History

Reilly Financial 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
2021
Q4 		$24K Sell
579
-322
-36% -$12.2K ﹤0.01% 537
2021
Q3 		$29K Buy
901
+350
+64% +$12.3K ﹤0.01% 461
2021
Q2 		$20K Buy
551
+1
+0.2% +$39 ﹤0.01% 550
2021
Q1 		$18K Buy
550
+310
+129% +$10.1K ﹤0.01% 557
2020
Q4 		$6K Hold
240
– – ﹤0.01% 685
2020
Q3 		$4K Hold
240
– – ﹤0.01% 688
2020
Q2 		$3K Hold
240
– – ﹤0.01% 762
2020
Q1 		$2K Hold
240
– – ﹤0.01% 786
2019
Q4 		$3K Hold
240
– – ﹤0.01% 776
2019
Q3 		$2K Hold
240
– – ﹤0.01% 822
2019
Q2 		$3K Hold
240
– – ﹤0.01% 832
2019
Q1 		$3K Hold
240
– – ﹤0.01% 853
2018
Q4 		$2K Sell
240
-4,100
-94% -$47.8K ﹤0.01% 851
2018
Q3 		$60K Buy
4,340
+4,100
+1,708% +$61.9K 0.01% 331
2018
Q2 		$4K Hold
240
– – ﹤0.01% 839
2018
Q1 		$4K Sell
240
-2,000
-89% -$37.5K ﹤0.01% 803
2017
Q4 		$42K Sell
2,240
-200
-8% -$3.02K 0.01% 352
2017
Q3 		$34K Sell
2,440
-500
-17% -$7.02K 0.01% 366
2017
Q2 		$35K Buy
2,940
+400
+16% +$4.86K 0.01% 367
2017
Q1 		$34K Hold
2,540
– – 0.01% 361
2016
Q4 		$34K Hold
2,540
– – 0.01% 341
2016
Q3 		$28K Hold
2,540
– – 0.01% 346
2016
Q2 		$28K Hold
2,540
– – 0.01% 332
2016
Q1 		$26K Buy
2,540
+2,000
+370% +$14.1K ﹤0.01% 517
2015
Q4 		$4K Hold
540
– – ﹤0.01% 972
2015
Q3 		$5K Sell
540
-208
-28% -$2.5K ﹤0.01% 955
2015
Q2 		$14K Buy
748
+8
+1% +$165 ﹤0.01% 770
2015
Q1 		$14K Buy
+740
New +$14.6K ﹤0.01% 756

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's FCX Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Freeport-McMoran (FCX) stake by 36% in Q4 2021, selling an estimated $12.2K and leaving 579 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Reilly Financial Advisors first reported a position in FCX in Q1 2015 and has held it in 28 quarters since. The position peaked at $60K in Q3 2018. 1,159 funds tracked by Wall St. Rank hold FCX as of Q4 2021.

  • Reilly Financial Advisors held 579 shares of Freeport-McMoran worth $24K as of Q4 2021.
  • Reilly Financial Advisors sold 322 Freeport-McMoran shares in Q4 2021, an estimated $12.2K.
  • Freeport-McMoran made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #537 holding.
  • Reilly Financial Advisors first reported a position in Freeport-McMoran in Q1 2015 and has held it in 28 quarters since.
  • Reilly Financial Advisors's Freeport-McMoran position peaked at $60K in Q3 2018.
  • 1,159 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.