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

Ropes 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 Q4	–	Sell	-8,500	Closed	-$232K	–	271
2022 Q3	$232K	Buy	+8,500	New	+$249K	0.05%	227
2021 Q2	–	Sell	-4,600	Closed	-$206K	–	269
2021 Q1	$206K	Buy	+4,600	New	+$149K	0.04%	236
2018 Q1	–	Sell	-1,000	Closed	-$19K	–	651
2017 Q4	$19K	Buy	+1,000	New	+$15.1K	0.01%	449
2017 Q2	–	Sell	-30	Closed	–	–	538
2017 Q1	$0	Buy	+30	New	+$431	﹤0.01%	530
2016 Q2	–	Sell	-135	Closed	-$1K	–	494
2016 Q1	$1K	Buy	+135	New	+$948	﹤0.01%	413

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ropes Wealth Advisors's FCX Position: Q4 2022 in Review

Ropes Wealth Advisors sold out of Freeport-McMoran (FCX) in Q4 2022, closing a stake of 8,500 shares — an estimated $232K sold.

Ropes Wealth Advisors first reported a position in FCX in Q1 2016 and held it in 5 quarters. The position peaked at $232K in Q3 2022. 1,245 funds tracked by Wall St. Rank hold FCX as of Q4 2022.

Ropes Wealth Advisors reported no remaining Freeport-McMoran position as of Q4 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 8,500 Freeport-McMoran shares in Q4 2022, an estimated $232K.
Ropes Wealth Advisors first reported a position in Freeport-McMoran in Q1 2016 and held it in 5 quarters.
Ropes Wealth Advisors's Freeport-McMoran position peaked at $232K in Q3 2022.
1,245 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2022.

Based on Ropes Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.