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

SOA 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
Q4 		– Sell
-153
Closed -$6K – 881
2025
Q3 		$6K Buy
+153
New +$6.64K ﹤0.01% 658
2022
Q2 		– Sell
-10
Closed – – 873
2022
Q1 		$0 Hold
10
– – ﹤0.01% 931
2021
Q4 		$0 Hold
10
– – ﹤0.01% 907
2021
Q3 		$0 Hold
10
– – ﹤0.01% 921
2021
Q2 		$0 Buy
10
+9
+900% +$351 ﹤0.01% 893
2021
Q1 		$0 Sell
1
-9
-90% -$292 ﹤0.01% 840
2020
Q4 		$0 Buy
+10
New +$208 ﹤0.01% 818

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SOA Wealth Advisors's FCX Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Freeport-McMoran (FCX) in Q4 2025, closing a stake of 153 shares — an estimated $6K sold.

SOA Wealth Advisors first reported a position in FCX in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q3 2025. 1,707 funds tracked by Wall St. Rank hold FCX as of Q4 2025.

  • SOA Wealth Advisors reported no remaining Freeport-McMoran position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 153 Freeport-McMoran shares in Q4 2025, an estimated $6K.
  • SOA Wealth Advisors first reported a position in Freeport-McMoran in Q4 2020 and held it in 7 quarters.
  • SOA Wealth Advisors's Freeport-McMoran position peaked at $6K in Q3 2025.
  • 1,707 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.