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Schechter Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Schechter Investment 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 		$423K Sell
11,171
-3,035
-21% -$116K 0.03% 406
2024
Q4 		$541K Buy
14,206
+717
+5% +$32.1K 0.04% 374
2024
Q3 		$673K Sell
13,489
-477
-3% -$21.5K 0.05% 333
2024
Q2 		$679K Buy
13,966
+782
+6% +$39.4K 0.05% 313
2024
Q1 		$620K Sell
13,184
-401
-3% -$16.2K 0.05% 340
2023
Q4 		$578K Sell
13,585
-965
-7% -$35.6K 0.05% 329
2023
Q3 		$543K Sell
14,550
-1,967
-12% -$79.2K 0.05% 323
2023
Q2 		$661K Buy
16,517
+290
+2% +$11.1K 0.06% 324
2023
Q1 		$664K Buy
16,227
+565
+4% +$23.5K 0.06% 346
2022
Q4 		$595K Buy
15,662
+347
+2% +$12.1K 0.05% 454
2022
Q3 		$418K Buy
15,315
+2,630
+21% +$77K 0.04% 564
2022
Q2 		$371K Sell
12,685
-4,195
-25% -$168K 0.04% 625
2022
Q1 		$840K Buy
16,880
+3,139
+23% +$139K 0.08% 371
2021
Q4 		$574K Buy
+13,741
New +$522K 0.05% 469

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

Schechter Investment Advisors's FCX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Freeport-McMoran (FCX) stake by 21% in Q1 2025, selling an estimated $116K and leaving 11,171 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #406.

Schechter Investment Advisors first reported a position in FCX in Q4 2021 and has held it in 14 quarters since. The position peaked at $840K in Q1 2022. 1,449 funds tracked by Wall St. Rank hold FCX as of Q1 2025.

  • Schechter Investment Advisors held 11,171 shares of Freeport-McMoran worth $423K as of Q1 2025.
  • Schechter Investment Advisors sold 3,035 Freeport-McMoran shares in Q1 2025, an estimated $116K.
  • Freeport-McMoran made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #406 holding.
  • Schechter Investment Advisors first reported a position in Freeport-McMoran in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Freeport-McMoran position peaked at $840K in Q1 2022.
  • 1,449 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.