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

SFMG 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
2024
Q1 		– Sell
-7,123
Closed -$303K – 288
2023
Q4 		$303K Buy
7,123
+26
+0.4% +$960 0.03% 192
2023
Q3 		$265K Buy
7,097
+321
+5% +$12.9K 0.03% 191
2023
Q2 		$271K Buy
6,776
+366
+6% +$13.9K 0.03% 188
2023
Q1 		$262K Buy
6,410
+71
+1% +$2.95K 0.03% 199
2022
Q4 		$241K Buy
+6,339
New +$222K 0.03% 200
2022
Q2 		– Sell
-5,735
Closed -$285K – 290
2022
Q1 		$285K Sell
5,735
-477
-8% -$21.1K 0.03% 208
2021
Q4 		$259K Buy
6,212
+14
+0.2% +$532 0.03% 224
2021
Q3 		$202K Buy
6,198
+757
+14% +$26.7K 0.02% 242
2021
Q2 		$202K Buy
+5,441
New +$212K 0.02% 247

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SFMG Wealth Advisors's FCX Position: Q1 2024 in Review

SFMG Wealth Advisors sold out of Freeport-McMoran (FCX) in Q1 2024, closing a stake of 7,123 shares — an estimated $303K sold.

SFMG Wealth Advisors first reported a position in FCX in Q2 2021 and held it in 9 quarters. The position peaked at $303K in Q4 2023. 1,453 funds tracked by Wall St. Rank hold FCX as of Q1 2024.

  • SFMG Wealth Advisors reported no remaining Freeport-McMoran position as of Q1 2024 after selling out during the quarter.
  • SFMG Wealth Advisors sold 7,123 Freeport-McMoran shares in Q1 2024, an estimated $303K.
  • SFMG Wealth Advisors first reported a position in Freeport-McMoran in Q2 2021 and held it in 9 quarters.
  • SFMG Wealth Advisors's Freeport-McMoran position peaked at $303K in Q4 2023.
  • 1,453 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2024.

Based on SFMG Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.