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Vantis Investment Advisers’s Freeport-McMoran FCX Stock Holding History

Vantis Investment Advisers’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 		$3.41M Sell
81,800
-116,800
-59% -$4.44M 3.54% 10
2021
Q3 		$6.46M Buy
198,600
+52,200
+36% +$1.84M 6.77% 4
2021
Q2 		$5.43M Buy
+146,400
New +$5.7M 6.82% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vantis Investment Advisers's FCX Position: Q4 2021 in Review

Vantis Investment Advisers reduced its Freeport-McMoran (FCX) stake by 59% in Q4 2021, selling an estimated $4.44M and leaving 81,800 shares worth $3.41M. The position accounts for 3.54% of the portfolio, ranked #10.

Vantis Investment Advisers first reported a position in FCX in Q2 2021 and has held it in 3 quarters since. The position peaked at $6.46M in Q3 2021. 1,159 funds tracked by Wall St. Rank hold FCX as of Q4 2021.

  • Vantis Investment Advisers held 81,800 shares of Freeport-McMoran worth $3.41M as of Q4 2021.
  • Vantis Investment Advisers sold 116,800 Freeport-McMoran shares in Q4 2021, an estimated $4.44M.
  • Freeport-McMoran made up 3.54% of Vantis Investment Advisers's portfolio in Q4 2021, its #10 holding.
  • Vantis Investment Advisers first reported a position in Freeport-McMoran in Q2 2021 and has held it in 3 quarters since.
  • Vantis Investment Advisers's Freeport-McMoran position peaked at $6.46M in Q3 2021.
  • 1,159 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2021.

Based on Vantis Investment Advisers's 13F filing for Q4 2021, filed 9 Feb 2022.