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Synergy Asset Management’s Freeport-McMoran FCX Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-113
Closed -$5.64K – 318
2024
Q4 		$5.64K Buy
+113
New +$5.05K ﹤0.01% 553
2024
Q1 		– Sell
-4,839
Closed -$206K – 141
2023
Q4 		$206K Sell
4,839
-803
-14% -$29.7K 0.04% 133
2023
Q3 		$210K Buy
5,642
+84
+2% +$3.38K 0.04% 124
2023
Q2 		$222K Buy
+5,558
New +$212K 0.06% 79
2022
Q2 		– Sell
-4,704
Closed -$234K – 102
2022
Q1 		$234K Sell
4,704
-1,112
-19% -$49.3K 0.06% 84
2021
Q4 		$243K Sell
5,816
-3,035
-34% -$115K 0.06% 90
2021
Q3 		$288K Buy
+8,851
New +$312K 0.07% 80

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Synergy Asset Management's FCX Position: Q1 2025 in Review

Synergy Asset Management sold out of Freeport-McMoran (FCX) in Q1 2025, closing a stake of 113 shares — an estimated $5.64K sold.

Synergy Asset Management first reported a position in FCX in Q3 2021 and held it in 7 quarters. The position peaked at $288K in Q3 2021. 1,449 funds tracked by Wall St. Rank hold FCX as of Q1 2025.

  • Synergy Asset Management reported no remaining Freeport-McMoran position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 113 Freeport-McMoran shares in Q1 2025, an estimated $5.64K.
  • Synergy Asset Management first reported a position in Freeport-McMoran in Q3 2021 and held it in 7 quarters.
  • Synergy Asset Management's Freeport-McMoran position peaked at $288K in Q3 2021.
  • 1,449 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.