Transform Wealth’s Freeport-McMoran FCX Stock Holding History

Transform Wealth’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 Q3	–	Sell	-128,791	Closed	-$3.77M	–	188
2022 Q2	$3.77M	Sell	128,791 -36,889	-22%	-$1.48M	0.56%	58
2022 Q1	$8.24M	Buy	165,680 +6,220	+4%	+$275K	0.92%	37
2021 Q4	$6.65M	Buy	159,460 +2,699	+2%	+$103K	0.7%	51
2021 Q3	$5.1M	Sell	156,761 -2,698	-2%	-$95K	0.58%	60
2021 Q2	$5.92M	Buy	159,459 +59,936	+60%	+$2.34M	0.72%	53
2021 Q1	$3.28M	Buy	+99,523	New	+$3.23M	0.66%	54
2017 Q2	–	Sell	-48,013	Closed	-$641K	–	72
2017 Q1	$641K	Sell	48,013 -1,000	-2%	-$14.4K	0.24%	143
2016 Q4	$646K	Buy	49,013 +7,300	+18%	+$93.4K	0.26%	132
2016 Q3	$453K	Sell	41,713 -7,600	-15%	-$87.4K	0.19%	144
2016 Q2	$549K	Buy	+49,313	New	+$546K	0.23%	131

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's FCX Position: Q3 2022 in Review

Transform Wealth sold out of Freeport-McMoran (FCX) in Q3 2022, closing a stake of 128,791 shares — an estimated $3.77M sold.

Transform Wealth first reported a position in FCX in Q2 2016 and held it in 10 quarters. The position peaked at $8.24M in Q1 2022. 1,089 funds tracked by Wall St. Rank hold FCX as of Q3 2022.

Transform Wealth reported no remaining Freeport-McMoran position as of Q3 2022 after selling out during the quarter.
Transform Wealth sold 128,791 Freeport-McMoran shares in Q3 2022, an estimated $3.77M.
Transform Wealth first reported a position in Freeport-McMoran in Q2 2016 and held it in 10 quarters.
Transform Wealth's Freeport-McMoran position peaked at $8.24M in Q1 2022.
1,089 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2022.

Based on Transform Wealth's 13F filing for Q3 2022, filed 21 Oct 2022.