WR Wealth Planners’s Freeport-McMoran FCX Stock Holding History

WR Wealth Planners’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	$10.1K	Sell	265 -357	-57%	-$16K	﹤0.01%	590
2024 Q3	$31.1K	Sell	622 -229	-27%	-$10.3K	0.01%	413
2024 Q2	$41.4K	Buy	851 +214	+34%	+$10.8K	0.01%	349
2024 Q1	$30K	Buy	+637	New	+$25.7K	0.01%	395
2023 Q2	–	Sell	-269	Closed	-$11K	–	920
2023 Q1	$11K	Buy	+269	New	+$11.2K	﹤0.01%	527
2022 Q3	–	Sell	-491	Closed	-$14.4K	–	535
2022 Q2	$14.4K	Hold	491	–	–	0.01%	253
2022 Q1	$24.4K	Buy	+491	New	+$21.7K	0.01%	209

Other funds holding FCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's FCX Position: Q4 2024 in Review

WR Wealth Planners reduced its Freeport-McMoran (FCX) stake by 57% in Q4 2024, selling an estimated $16K and leaving 265 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

WR Wealth Planners first reported a position in FCX in Q1 2022 and has held it in 7 quarters since. The position peaked at $41.4K in Q2 2024. 1,477 funds tracked by Wall St. Rank hold FCX as of Q4 2024.

WR Wealth Planners held 265 shares of Freeport-McMoran worth $10.1K as of Q4 2024.
WR Wealth Planners sold 357 Freeport-McMoran shares in Q4 2024, an estimated $16K.
Freeport-McMoran made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #590 holding.
WR Wealth Planners first reported a position in Freeport-McMoran in Q1 2022 and has held it in 7 quarters since.
WR Wealth Planners's Freeport-McMoran position peaked at $41.4K in Q2 2024.
1,477 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.