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Wealth Effects’s Freeport-McMoran FCX Stock Holding History

Wealth Effects’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
Q3 		– Sell
-4,254
Closed -$207K – 221
2024
Q2 		$207K Buy
+4,254
New +$214K 0.07% 187
2022
Q2 		– Sell
-4,825
Closed -$240K – 199
2022
Q1 		$240K Buy
+4,825
New +$214K 0.11% 165

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Effects's FCX Position: Q3 2024 in Review

Wealth Effects sold out of Freeport-McMoran (FCX) in Q3 2024, closing a stake of 4,254 shares — an estimated $207K sold.

Wealth Effects first reported a position in FCX in Q1 2022 and held it in 2 quarters. The position peaked at $240K in Q1 2022. 1,526 funds tracked by Wall St. Rank hold FCX as of Q3 2024.

  • Wealth Effects reported no remaining Freeport-McMoran position as of Q3 2024 after selling out during the quarter.
  • Wealth Effects sold 4,254 Freeport-McMoran shares in Q3 2024, an estimated $207K.
  • Wealth Effects first reported a position in Freeport-McMoran in Q1 2022 and held it in 2 quarters.
  • Wealth Effects's Freeport-McMoran position peaked at $240K in Q1 2022.
  • 1,526 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2024.

Based on Wealth Effects's 13F filing for Q3 2024, filed 21 Oct 2024.