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Sonora Investment Management’s Freeport-McMoran FCX Stock Holding History

Sonora Investment Management’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
2021
Q3 		$91K Sell
2,787
-11,083
-80% -$390K 0.01% 318
2021
Q2 		$515K Buy
13,870
+994
+8% +$38.7K 0.07% 124
2021
Q1 		$424K Sell
12,876
-1,975
-13% -$64K 0.03% 227
2020
Q4 		$386K Buy
14,851
+700
+5% +$14.6K 0.03% 230
2020
Q3 		$221K Buy
14,151
+8,957
+172% +$129K 0.02% 260
2020
Q2 		$60K Buy
5,194
+284
+6% +$2.6K 0.01% 448
2020
Q1 		$33K Buy
4,910
+2,126
+76% +$22.2K ﹤0.01% 591
2019
Q4 		$37K Hold
2,784
– – ﹤0.01% 638
2019
Q3 		$27K Hold
2,784
– – ﹤0.01% 707
2019
Q2 		$32K Hold
2,784
– – ﹤0.01% 661
2019
Q1 		$36K Buy
2,784
+1,792
+181% +$21.7K ﹤0.01% 590
2018
Q4 		$10K Hold
992
– – ﹤0.01% 857
2018
Q3 		$14K Buy
992
+115
+13% +$1.74K ﹤0.01% 763
2018
Q2 		$15K Sell
877
-576
-40% -$9.77K ﹤0.01% 679
2018
Q1 		$25.5K Buy
1,453
+1,234
+563% +$23.2K ﹤0.01% 517
2017
Q4 		$4.15K Hold
219
– – ﹤0.01% 974
2017
Q3 		$3.08K Buy
+219
New +$3.08K ﹤0.01% 934
2017
Q2 		– Sell
-500
Closed -$6.68K – 993
2017
Q1 		$6.68K Buy
+500
New +$7.18K ﹤0.01% 751
2016
Q2 		– Sell
-300
Closed -$3.4K – 888
2016
Q1 		$3.4K Hold
300
– – ﹤0.01% 779
2015
Q4 		$2K Sell
300
-1,047
-78% -$9.97K ﹤0.01% 714
2015
Q3 		$13K Buy
+1,347
New +$16.2K ﹤0.01% 409

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sonora Investment Management's FCX Position: Q3 2021 in Review

Sonora Investment Management reduced its Freeport-McMoran (FCX) stake by 80% in Q3 2021, selling an estimated $390K and leaving 2,787 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #318.

Sonora Investment Management first reported a position in FCX in Q3 2015 and has held it in 21 quarters since. The position peaked at $515K in Q2 2021. 1,035 funds tracked by Wall St. Rank hold FCX as of Q3 2021.

  • Sonora Investment Management held 2,787 shares of Freeport-McMoran worth $91K as of Q3 2021.
  • Sonora Investment Management sold 11,083 Freeport-McMoran shares in Q3 2021, an estimated $390K.
  • Freeport-McMoran made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #318 holding.
  • Sonora Investment Management first reported a position in Freeport-McMoran in Q3 2015 and has held it in 21 quarters since.
  • Sonora Investment Management's Freeport-McMoran position peaked at $515K in Q2 2021.
  • 1,035 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.