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

Sax 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
2025
Q1 		– Sell
-7,652
Closed -$291K – 371
2024
Q4 		$291K Buy
7,652
+1,991
+35% +$89.1K 0.02% 270
2024
Q3 		$283K Buy
5,661
+1,382
+32% +$62.3K 0.03% 226
2024
Q2 		$208K Buy
+4,279
New +$216K 0.02% 258

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Sax Wealth Advisors's FCX Position: Q1 2025 in Review

Sax Wealth Advisors sold out of Freeport-McMoran (FCX) in Q1 2025, closing a stake of 7,652 shares — an estimated $291K sold.

Sax Wealth Advisors first reported a position in FCX in Q2 2024 and held it in 3 quarters. The position peaked at $291K in Q4 2024. 1,449 funds tracked by Wall St. Rank hold FCX as of Q1 2025.

  • Sax Wealth Advisors reported no remaining Freeport-McMoran position as of Q1 2025 after selling out during the quarter.
  • Sax Wealth Advisors sold 7,652 Freeport-McMoran shares in Q1 2025, an estimated $291K.
  • Sax Wealth Advisors first reported a position in Freeport-McMoran in Q2 2024 and held it in 3 quarters.
  • Sax Wealth Advisors's Freeport-McMoran position peaked at $291K in Q4 2024.
  • 1,449 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.