Syntax Advisors’s Freeport-McMoran FCX Stock Holding History

Syntax 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	$234K	Sell	6,269 -191	-3%	-$7.7K	0.21%	127
2023 Q2	$258K	Sell	6,460 -258	-4%	-$9.83K	0.21%	108
2023 Q1	$275K	Sell	6,718 -2,099	-24%	-$87.3K	0.21%	94
2022 Q4	$335K	Sell	8,817 -2,505	-22%	-$87.6K	0.28%	73
2022 Q3	$309K	Buy	11,322 +2,855	+34%	+$83.6K	0.26%	72
2022 Q2	$248K	Buy	8,467 +1,540	+22%	+$61.6K	0.21%	127
2022 Q1	$345K	Sell	6,927 -2,677	-28%	-$119K	0.29%	66
2021 Q4	$401K	Buy	+9,604	New	+$365K	0.3%	53

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Syntax Advisors's FCX Position: Q3 2023 in Review

Syntax Advisors reduced its Freeport-McMoran (FCX) stake by 3% in Q3 2023, selling an estimated $7.7K and leaving 6,269 shares worth $234K. The position accounts for 0.21% of the portfolio, ranked #127.

Syntax Advisors first reported a position in FCX in Q4 2021 and has held it in 8 quarters since. The position peaked at $401K in Q4 2021. 1,294 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

Syntax Advisors held 6,269 shares of Freeport-McMoran worth $234K as of Q3 2023.
Syntax Advisors sold 191 Freeport-McMoran shares in Q3 2023, an estimated $7.7K.
Freeport-McMoran made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #127 holding.
Syntax Advisors first reported a position in Freeport-McMoran in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Freeport-McMoran position peaked at $401K in Q4 2021.
1,294 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.