Summit Wealth Group’s Freeport-McMoran FCX Stock Holding History

Summit Wealth 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 Q2	–	Sell	-23,114	Closed	-$1K	–	143
2023 Q1	$1K	Buy	+23,114	New	+$961K	0.02%	116

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth Group's FCX Position: Q2 2023 in Review

Summit Wealth Group sold out of Freeport-McMoran (FCX) in Q2 2023, closing a stake of 23,114 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in FCX in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 1,295 funds tracked by Wall St. Rank hold FCX as of Q2 2023.

Summit Wealth Group reported no remaining Freeport-McMoran position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 23,114 Freeport-McMoran shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in Freeport-McMoran in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Freeport-McMoran position peaked at $1K in Q1 2023.
1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.