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Steward Financial Group’s Freeport-McMoran FCX Stock Holding History

Steward Financial Group’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
Q3 		$11K Sell
316
-44
-12% -$1.77K ﹤0.01% 350
2023
Q2 		$14K Buy
360
+93
+35% +$3.54K ﹤0.01% 298
2023
Q1 		$10K Buy
267
+116
+77% +$4.83K ﹤0.01% 193
2022
Q4 		$5K Buy
+151
New +$5.28K ﹤0.01% 199
2022
Q3 		– Sell
-12
Closed – – 511
2022
Q2 		$0 Buy
+12
New +$480 ﹤0.01% 1098

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's FCX Position: Q3 2023 in Review

Steward Financial Group reduced its Freeport-McMoran (FCX) stake by 12% in Q3 2023, selling an estimated $1.77K and leaving 316 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Steward Financial Group first reported a position in FCX in Q2 2022 and has held it in 5 quarters since. The position peaked at $14K in Q2 2023. 1,294 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

  • Steward Financial Group held 316 shares of Freeport-McMoran worth $11K as of Q3 2023.
  • Steward Financial Group sold 44 Freeport-McMoran shares in Q3 2023, an estimated $1.77K.
  • Freeport-McMoran made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #350 holding.
  • Steward Financial Group first reported a position in Freeport-McMoran in Q2 2022 and has held it in 5 quarters since.
  • Steward Financial Group's Freeport-McMoran position peaked at $14K in Q2 2023.
  • 1,294 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.