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

TCI 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
2021
Q4 		– Sell
-30,000
Closed -$976K – 2348
2021
Q3 		$976K Buy
30,000
+22,500
+300% +$792K 0.15% 66
2021
Q2 		$278K Buy
7,500
+1,500
+25% +$58.4K 0.05% 156
2021
Q1 		$198K Buy
+6,000
New +$195K 0.08% 166

Other funds holding FCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCI Wealth Advisors's FCX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Freeport-McMoran (FCX) in Q2 2023, closing a stake of 1,936 shares — an estimated $79.2K sold.

TCI Wealth Advisors first reported a position in FCX in Q2 2013 and held it in 39 quarters. The position peaked at $79.2K in Q1 2023. 1,295 funds tracked by Wall St. Rank hold FCX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Freeport-McMoran position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,936 Freeport-McMoran shares in Q2 2023, an estimated $79.2K.
  • TCI Wealth Advisors first reported a position in Freeport-McMoran in Q2 2013 and held it in 39 quarters.
  • TCI Wealth Advisors's Freeport-McMoran position peaked at $79.2K in Q1 2023.
  • 1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.