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Simplicity Solutions’s Freeport-McMoran FCX Stock Holding History

Simplicity Solutions’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
2023
Q4 		$6.52M Sell
153,094
-1,555
-1% -$57.4K 0.18% 101
2023
Q3 		$5.77M Buy
154,649
+88,344
+133% +$3.56M 0.19% 102
2023
Q2 		$2.65M Buy
66,305
+10,950
+20% +$417K 0.07% 246
2023
Q1 		$2.26M Buy
55,355
+15,481
+39% +$644K 0.06% 284
2022
Q4 		$1.52M Sell
39,874
-286
-0.7% -$10K 0.21% 117
2022
Q3 		$1.1M Buy
40,160
+9,728
+32% +$285K 0.16% 152
2022
Q2 		$890K Buy
30,432
+6,986
+30% +$280K 0.12% 202
2022
Q1 		$1.17M Sell
23,446
-9,252
-28% -$410K 0.14% 153
2021
Q4 		$1.36M Buy
32,698
+16,535
+102% +$628K 0.15% 175
2021
Q3 		$526K Buy
16,163
+4,042
+33% +$142K 0.08% 271
2021
Q2 		$450K Buy
+12,121
New +$472K 0.09% 251
2019
Q1 		– Sell
-10,558
Closed -$78K – 768
2018
Q4 		$78K Buy
+10,558
New +$123K 0.01% 598

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Solutions's FCX Position: Q4 2023 in Review

Simplicity Solutions reduced its Freeport-McMoran (FCX) stake by 1% in Q4 2023, selling an estimated $57.4K and leaving 153,094 shares worth $6.52M. The position accounts for 0.18% of the portfolio, ranked #101.

Simplicity Solutions first reported a position in FCX in Q4 2018 and has held it in 12 quarters since. 1,424 funds tracked by Wall St. Rank hold FCX as of Q4 2023.

  • Simplicity Solutions held 153,094 shares of Freeport-McMoran worth $6.52M as of Q4 2023.
  • Simplicity Solutions sold 1,555 Freeport-McMoran shares in Q4 2023, an estimated $57.4K.
  • Freeport-McMoran made up 0.18% of Simplicity Solutions's portfolio in Q4 2023, its #101 holding.
  • Simplicity Solutions first reported a position in Freeport-McMoran in Q4 2018 and has held it in 12 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.