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Western Pacific Wealth Management’s Freeport-McMoran FCX Stock Holding History

Western Pacific Wealth Management’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
-2,201
Closed -$110K – 232
2024
Q3 		$110K Sell
2,201
-573
-21% -$25.8K 0.07% 111
2024
Q2 		$135K Buy
2,774
+896
+48% +$45.2K 0.1% 72
2024
Q1 		$88.3K Buy
1,878
+579
+45% +$23.4K 0.06% 107
2023
Q4 		$55.3K Buy
1,299
+428
+49% +$15.8K 0.04% 136
2023
Q3 		$32.5K Hold
871
– – 0.03% 162
2023
Q2 		$34.8K Sell
871
-954
-52% -$36.4K 0.03% 160
2023
Q1 		$74.7K Hold
1,825
– – 0.06% 104
2022
Q4 		$69.3K Buy
1,825
+700
+62% +$24.5K 0.06% 108
2022
Q3 		$30K Buy
+1,125
New +$32.9K 0.03% 143

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

Western Pacific Wealth Management's FCX Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Freeport-McMoran (FCX) in Q4 2024, closing a stake of 2,201 shares — an estimated $110K sold.

Western Pacific Wealth Management first reported a position in FCX in Q3 2022 and held it in 9 quarters. The position peaked at $135K in Q2 2024. 1,476 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

  • Western Pacific Wealth Management reported no remaining Freeport-McMoran position as of Q4 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 2,201 Freeport-McMoran shares in Q4 2024, an estimated $110K.
  • Western Pacific Wealth Management first reported a position in Freeport-McMoran in Q3 2022 and held it in 9 quarters.
  • Western Pacific Wealth Management's Freeport-McMoran position peaked at $135K in Q2 2024.
  • 1,476 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.