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Sweet Financial Partners’s Freeport-McMoran FCX Stock Holding History

Sweet Financial Partners’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
2022
Q1 		– Sell
-6,947
Closed -$290K – 177
2021
Q4 		$290K Buy
+6,947
New +$264K 0.12% 111

Other funds holding FCX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sweet Financial Partners's FCX Position: Q1 2022 in Review

Sweet Financial Partners sold out of Freeport-McMoran (FCX) in Q1 2022, closing a stake of 6,947 shares — an estimated $290K sold.

Sweet Financial Partners first reported a position in FCX in Q4 2021 and held it in 1 quarter. The position peaked at $290K in Q4 2021. 1,264 funds tracked by Wall St. Rank hold FCX as of Q1 2022.

  • Sweet Financial Partners reported no remaining Freeport-McMoran position as of Q1 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 6,947 Freeport-McMoran shares in Q1 2022, an estimated $290K.
  • Sweet Financial Partners first reported a position in Freeport-McMoran in Q4 2021 and held it in 1 quarter.
  • Sweet Financial Partners's Freeport-McMoran position peaked at $290K in Q4 2021.
  • 1,264 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2022.

Based on Sweet Financial Partners's 13F filing for Q1 2022, filed 22 Apr 2022.