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SYSTM Wealth Solutions’s Freeport-McMoran FCX Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-3,255
Closed -$158K – 284
2024
Q2 		$158K Sell
3,255
-1,422
-30% -$71.7K 0.04% 207
2024
Q1 		$220K Buy
4,677
+365
+8% +$14.7K 0.03% 387
2023
Q4 		$184K Buy
+4,312
New +$159K 0.03% 388
2023
Q3 		– Sell
-5,745
Closed -$230K – 474
2023
Q2 		$230K Buy
+5,745
New +$219K 0.03% 432

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SYSTM Wealth Solutions's FCX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Freeport-McMoran (FCX) in Q3 2024, closing a stake of 3,255 shares — an estimated $158K sold.

SYSTM Wealth Solutions first reported a position in FCX in Q2 2023 and held it in 4 quarters. The position peaked at $230K in Q2 2023. 1,526 funds tracked by Wall St. Rank hold FCX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Freeport-McMoran position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 3,255 Freeport-McMoran shares in Q3 2024, an estimated $158K.
  • SYSTM Wealth Solutions first reported a position in Freeport-McMoran in Q2 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Freeport-McMoran position peaked at $230K in Q2 2023.
  • 1,526 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.