Waldron Private Wealth’s Freeport-McMoran FCX Stock Holding History

Waldron Private 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
2024 Q4	–	Sell	-4,524	Closed	-$226K	–	425
2024 Q3	$226K	Hold	4,524	–	–	0.01%	376
2024 Q2	$220K	Sell	4,524 -24	-0.5%	-$1.21K	0.01%	377
2024 Q1	$214K	Sell	4,548 -9,523	-68%	-$384K	0.01%	383
2023 Q4	$599K	Buy	+14,071	New	+$520K	0.03%	209
2023 Q2	–	Sell	-5,173	Closed	-$212K	–	397
2023 Q1	$212K	Buy	+5,173	New	+$215K	0.01%	382
2022 Q2	–	Sell	-4,331	Closed	-$215K	–	391
2022 Q1	$215K	Buy	+4,331	New	+$192K	0.01%	378
2021 Q3	–	Sell	-47,325	Closed	-$1.76M	–	363
2021 Q2	$1.76M	Buy	+47,325	New	+$1.84M	0.11%	105

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waldron Private Wealth's FCX Position: Q4 2024 in Review

Waldron Private Wealth sold out of Freeport-McMoran (FCX) in Q4 2024, closing a stake of 4,524 shares — an estimated $226K sold.

Waldron Private Wealth first reported a position in FCX in Q2 2021 and held it in 7 quarters. The position peaked at $1.76M in Q2 2021. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

Waldron Private Wealth reported no remaining Freeport-McMoran position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 4,524 Freeport-McMoran shares in Q4 2024, an estimated $226K.
Waldron Private Wealth first reported a position in Freeport-McMoran in Q2 2021 and held it in 7 quarters.
Waldron Private Wealth's Freeport-McMoran position peaked at $1.76M in Q2 2021.
1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.