WealthPLAN Partners’s Freeport-McMoran FCX Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-70	Closed	-$2.8K	–	566
2023 Q2	$2.8K	Buy	+70	New	+$2.67K	﹤0.01%	1021
2018 Q3	–	Sell	-13,374	Closed	-$231K	–	263
2018 Q2	$231K	Sell	13,374 -10,219	-43%	-$173K	0.05%	224
2018 Q1	$415K	Buy	+23,593	New	+$443K	0.09%	158
2017 Q2	–	Sell	-448	Closed	-$6.02K	–	259
2017 Q1	$6.02K	Buy	+448	New	+$6.44K	0.02%	326
2016 Q3	$6.29K	Sell	605 -300	-33%	-$3.45K	﹤0.01%	668
2016 Q2	$6.75K	Buy	+905	New	+$10K	﹤0.01%	1878
2015 Q4	$4.1K	Buy	+1,205	New	+$11.5K	﹤0.01%	1375
2015 Q2	$6K	Sell	300 -455	-60%	-$9.39K	﹤0.01%	333
2015 Q1	$15K	Buy	+755	New	+$14.9K	0.01%	343

Other funds holding FCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's FCX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Freeport-McMoran (FCX) in Q3 2023, closing a stake of 70 shares — an estimated $2.8K sold.

WealthPLAN Partners first reported a position in FCX in Q1 2015 and held it in 9 quarters. The position peaked at $415K in Q1 2018. 1,295 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

WealthPLAN Partners reported no remaining Freeport-McMoran position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 70 Freeport-McMoran shares in Q3 2023, an estimated $2.8K.
WealthPLAN Partners first reported a position in Freeport-McMoran in Q1 2015 and held it in 9 quarters.
WealthPLAN Partners's Freeport-McMoran position peaked at $415K in Q1 2018.
1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.