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

Sutton 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
2023
Q3 		$69.4K Sell
1,862
-112
-6% -$4.51K 0.03% 199
2023
Q2 		$79K Buy
1,974
+1,587
+410% +$60.5K 0.04% 188
2023
Q1 		$15.8K Sell
387
-11
-3% -$458 0.01% 344
2022
Q4 		$15.1K Buy
398
+15
+4% +$524 0.01% 805
2022
Q3 		$10.5K Buy
383
+10
+3% +$293 ﹤0.01% 876
2022
Q2 		$10.9K Sell
373
-81
-18% -$3.24K ﹤0.01% 872
2022
Q1 		$22.6K Buy
454
+77
+20% +$3.41K 0.01% 673
2021
Q4 		$15.7K Buy
377
+50
+15% +$1.9K 0.01% 787
2021
Q3 		$10.6K Buy
327
+11
+3% +$387 ﹤0.01% 888
2021
Q2 		$11.7K Hold
316
– – ﹤0.01% 861
2021
Q1 		$10.4K Buy
316
+40
+14% +$1.3K ﹤0.01% 871
2020
Q4 		$7.18K Buy
276
+13
+5% +$270 ﹤0.01% 900
2020
Q3 		$4.11K Hold
263
– – ﹤0.01% 975
2020
Q2 		$3.04K Sell
263
-70
-21% -$642 ﹤0.01% 1002
2020
Q1 		$2.25K Buy
333
+30
+10% +$314 ﹤0.01% 1023
2019
Q4 		$3.98K Sell
303
-52
-15% -$571 ﹤0.01% 975
2019
Q3 		$3.4K Buy
355
+107
+43% +$1.1K ﹤0.01% 990
2019
Q2 		$2.88K Sell
248
-100
-29% -$1.16K ﹤0.01% 1009
2019
Q1 		$4.49K Buy
348
+37
+12% +$448 ﹤0.01% 957
2018
Q4 		$3.21K Sell
311
-111
-26% -$1.29K ﹤0.01% 946
2018
Q3 		$5.87K Buy
422
+198
+88% +$2.99K ﹤0.01% 877
2018
Q2 		$3.87K Hold
224
– – ﹤0.01% 951
2018
Q1 		$3.94K Hold
224
– – ﹤0.01% 944
2017
Q4 		$4.25K Hold
224
– – ﹤0.01% 906
2017
Q3 		$3.15K Hold
224
– – ﹤0.01% 917
2017
Q2 		$2.69K Sell
224
-18
-7% -$218 ﹤0.01% 938
2017
Q1 		$3.23K Sell
242
-3,173
-93% -$45.6K ﹤0.01% 896
2016
Q4 		$45K Buy
3,415
+3,191
+1,425% +$40.8K 0.04% 285
2016
Q3 		$2.43K Hold
224
– – ﹤0.01% 910
2016
Q2 		$2.5K Hold
224
– – ﹤0.01% 869
2016
Q1 		$2.32K Buy
+224
New +$1.57K ﹤0.01% 863

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

Sutton Wealth Advisors's FCX Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Freeport-McMoran (FCX) stake by 5.7% in Q3 2023, selling an estimated $4.51K and leaving 1,862 shares worth $69.4K. The position accounts for 0.03% of the portfolio, ranked #199.

Sutton Wealth Advisors first reported a position in FCX in Q1 2016 and has held it in 31 quarters since. The position peaked at $79K in Q2 2023. 1,295 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

  • Sutton Wealth Advisors held 1,862 shares of Freeport-McMoran worth $69.4K as of Q3 2023.
  • Sutton Wealth Advisors sold 112 Freeport-McMoran shares in Q3 2023, an estimated $4.51K.
  • Freeport-McMoran made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #199 holding.
  • Sutton Wealth Advisors first reported a position in Freeport-McMoran in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Freeport-McMoran position peaked at $79K in Q2 2023.
  • 1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.