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Waddell & Reed Financial’s Freeport-McMoran FCX Stock Holding History

Waddell & Reed Financial’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
2015
Q3 		– Sell
-300,000
Closed -$5.59M – 625
2015
Q2 		$5.59M Buy
+300,000
New +$6.19M 0.01% 499

Other funds holding FCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Waddell & Reed Financial's FCX Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Freeport-McMoran (FCX) stake by 62% in Q1 2021, selling an estimated $39.5M and leaving 745,919 shares worth $24.6M. The position accounts for 0.05% of the portfolio, ranked #340.

Waddell & Reed Financial first reported a position in FCX in Q3 2013 and has held it in 14 quarters since. The position peaked at $407M in Q2 2014. 1,011 funds tracked by Wall St. Rank hold FCX as of Q1 2021.

  • Waddell & Reed Financial held 745,919 shares of Freeport-McMoran worth $24.6M as of Q1 2021.
  • Waddell & Reed Financial sold 1,217,693 Freeport-McMoran shares in Q1 2021, an estimated $39.5M.
  • Freeport-McMoran made up 0.05% of Waddell & Reed Financial's portfolio in Q1 2021, its #340 holding.
  • Waddell & Reed Financial first reported a position in Freeport-McMoran in Q3 2013 and has held it in 14 quarters since.
  • Waddell & Reed Financial's Freeport-McMoran position peaked at $407M in Q2 2014.
  • 1,011 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.