Wagner Wealth Management (South Carolina)’s Freeport-McMoran FCX Stock Holding History

Wagner Wealth Management (South Carolina)’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
2023 Q2	–	Sell	-5,717	Closed	-$234K	–	221
2023 Q1	$234K	Buy	5,717 +341	+6%	+$14.2K	0.11%	106
2022 Q4	$204K	Hold	5,376	–	–	0.13%	110
2022 Q3	$147K	Buy	5,376 +3,876	+258%	+$113K	0.11%	118
2022 Q2	$44K	Buy	+1,500	New	+$60K	0.04%	219
2022 Q1	–	Sell	-1,500	Closed	-$63K	–	363
2021 Q4	$63K	Buy	1,500 +1,000	+200%	+$38K	0.05%	222
2021 Q3	$19K	Sell	500 -2,150	-81%	-$75.7K	0.02%	378
2021 Q2	$98K	Hold	2,650	–	–	0.07%	189
2021 Q1	$87K	Buy	+2,650	New	+$85.9K	0.07%	185
2018 Q3	$0	Hold	30	–	–	﹤0.01%	706
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	576
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	537
2017 Q4	$1K	Buy	+30	New	+$453	﹤0.01%	724

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s FCX Position: Q2 2023 in Review

Wagner Wealth Management (South Carolina) sold out of Freeport-McMoran (FCX) in Q2 2023, closing a stake of 5,717 shares — an estimated $234K sold.

Wagner Wealth Management (South Carolina) first reported a position in FCX in Q4 2017 and held it in 12 quarters. The position peaked at $234K in Q1 2023. 1,295 funds tracked by Wall St. Rank hold FCX as of Q2 2023.

Wagner Wealth Management (South Carolina) reported no remaining Freeport-McMoran position as of Q2 2023 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 5,717 Freeport-McMoran shares in Q2 2023, an estimated $234K.
Wagner Wealth Management (South Carolina) first reported a position in Freeport-McMoran in Q4 2017 and held it in 12 quarters.
Wagner Wealth Management (South Carolina)'s Freeport-McMoran position peaked at $234K in Q1 2023.
1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2023.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2023, filed 28 Jul 2023.