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Sugarloaf Wealth Management’s Freeport-McMoran FCX Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$6.54K Sell
172
-117
-40% -$5.23K ﹤0.01% 547
2024
Q3 		$14.4K Buy
289
+156
+117% +$7.03K ﹤0.01% 457
2024
Q2 		$6.47K Buy
133
+17
+15% +$857 ﹤0.01% 512
2024
Q1 		$5.45K Buy
116
+3
+3% +$121 ﹤0.01% 532
2023
Q4 		$4.83K Sell
113
-53
-32% -$1.96K ﹤0.01% 550
2023
Q3 		$6.19K Buy
166
+64
+63% +$2.58K ﹤0.01% 517
2023
Q2 		$4.07K Sell
102
-1,185
-92% -$45.2K ﹤0.01% 565
2023
Q1 		$52.7K Sell
1,287
-1,873
-59% -$77.9K 0.01% 283
2022
Q4 		$120K Buy
3,160
+1,743
+123% +$60.9K 0.03% 177
2022
Q3 		$39K Buy
1,417
+250
+21% +$7.32K 0.01% 322
2022
Q2 		$34K Buy
1,167
+1,096
+1,544% +$43.9K 0.01% 346
2022
Q1 		$4K Sell
71
-70
-50% -$3.1K ﹤0.01% 588
2021
Q4 		$6K Hold
141
– – ﹤0.01% 569
2021
Q3 		$5K Sell
141
-814
-85% -$28.7K ﹤0.01% 603
2021
Q2 		$35K Buy
955
+323
+51% +$12.6K 0.01% 327
2021
Q1 		$21 Hold
632
– – 0.01% 389
2020
Q4 		$16K Hold
632
– – 0.01% 420
2020
Q3 		$10K Hold
632
– – ﹤0.01% 451
2020
Q2 		$7K Hold
632
– – ﹤0.01% 481
2020
Q1 		$4K Hold
632
– – ﹤0.01% 535
2019
Q4 		$8K Buy
+632
New +$6.94K ﹤0.01% 486

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sugarloaf Wealth Management's FCX Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Freeport-McMoran (FCX) stake by 40% in Q4 2024, selling an estimated $5.23K and leaving 172 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Sugarloaf Wealth Management first reported a position in FCX in Q4 2019 and has held it in 21 quarters since. The position peaked at $120K in Q4 2022. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • Sugarloaf Wealth Management held 172 shares of Freeport-McMoran worth $6.54K as of Q4 2024.
  • Sugarloaf Wealth Management sold 117 Freeport-McMoran shares in Q4 2024, an estimated $5.23K.
  • Freeport-McMoran made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #547 holding.
  • Sugarloaf Wealth Management first reported a position in Freeport-McMoran in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Freeport-McMoran position peaked at $120K in Q4 2022.
  • 1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.