WEPOG
FCX icon

Wealth Enhancement & Preservation of GA’s Freeport-McMoran FCX Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q3 		– Sell
-121,253
Closed -$4.5M – 53
2021
Q2 		$4.5M Buy
121,253
+1,098
+0.9% +$42.8K 3.31% 9
2021
Q1 		$4.05M Buy
120,155
+2,908
+2% +$94.3K 3.12% 9
2020
Q4 		$3.05M Buy
+117,247
New +$2.44M 2.63% 9

Other funds holding FCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's FCX Position: Q3 2021 in Review

Wealth Enhancement & Preservation of GA sold out of Freeport-McMoran (FCX) in Q3 2021, closing a stake of 121,253 shares — an estimated $4.5M sold.

Wealth Enhancement & Preservation of GA first reported a position in FCX in Q4 2020 and held it in 3 quarters. The position peaked at $4.5M in Q2 2021. 1,035 funds tracked by Wall St. Rank hold FCX as of Q3 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining Freeport-McMoran position as of Q3 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 121,253 Freeport-McMoran shares in Q3 2021, an estimated $4.5M.
  • Wealth Enhancement & Preservation of GA first reported a position in Freeport-McMoran in Q4 2020 and held it in 3 quarters.
  • Wealth Enhancement & Preservation of GA's Freeport-McMoran position peaked at $4.5M in Q2 2021.
  • 1,035 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2021, filed 19 Oct 2021.