WIA
FCX icon

Wealthstreet Investment Advisors’s Freeport-McMoran FCX Stock Holding History

Wealthstreet Investment Advisors’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
-525
Closed -$19K – 75
2021
Q2 		$19K Sell
525
-37,450
-99% -$1.46M 0.1% 68
2021
Q1 		$1.25M Sell
37,975
-17,475
-32% -$567K 0.12% 151
2020
Q4 		$1.44M Hold
55,450
– – 0.15% 140
2020
Q3 		$867K Buy
55,450
+5,600
+11% +$80.8K 0.1% 165
2020
Q2 		$577K Sell
49,850
-5,700
-10% -$52.2K 0.07% 192
2020
Q1 		$375K Sell
55,550
-300
-0.5% -$3.14K 0.06% 219
2019
Q4 		$733K Buy
55,850
+1,100
+2% +$12.1K 0.09% 188
2019
Q3 		$560K Sell
54,750
-1,850
-3% -$19K 0.07% 205
2019
Q2 		$657K Buy
56,600
+17,960
+46% +$209K 0.09% 185
2019
Q1 		$498K Buy
+38,640
New +$467K 0.07% 227

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 $2.3T AUM 54.33% 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 $717B AUM 35.42% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthstreet Investment Advisors's FCX Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Freeport-McMoran (FCX) in Q3 2021, closing a stake of 525 shares — an estimated $19K sold.

Wealthstreet Investment Advisors first reported a position in FCX in Q1 2019 and held it in 10 quarters. The position peaked at $1.44M in Q4 2020. 1,035 funds tracked by Wall St. Rank hold FCX as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Freeport-McMoran position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 525 Freeport-McMoran shares in Q3 2021, an estimated $19K.
  • Wealthstreet Investment Advisors first reported a position in Freeport-McMoran in Q1 2019 and held it in 10 quarters.
  • Wealthstreet Investment Advisors's Freeport-McMoran position peaked at $1.44M in Q4 2020.
  • 1,035 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.