YorkBridge Wealth Partners’s Freeport-McMoran FCX Stock Holding History

YorkBridge Wealth 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
2022 Q4	$338K	Buy	8,903 +53	+0.6%	+$1.85K	0.09%	162
2022 Q3	$242K	Buy	+8,850	New	+$259K	0.06%	237
2019 Q3	–	Sell	-3,346	Closed	-$39K	–	337
2019 Q2	$39K	Buy	3,346 +204	+6%	+$2.38K	0.02%	390
2019 Q1	$40K	Buy	3,142 +462	+17%	+$5.59K	0.02%	380
2018 Q4	$28K	Buy	2,680 +462	+21%	+$5.39K	0.01%	390
2018 Q3	$30K	Sell	2,218 -440	-17%	-$6.65K	0.01%	422
2018 Q2	$46K	Hold	2,658	–	–	0.02%	371
2018 Q1	$47K	Sell	2,658 -132	-5%	-$2.48K	0.02%	374
2017 Q4	$49K	Sell	2,790 -1,203	-30%	-$18.1K	0.02%	375
2017 Q3	$56K	Sell	3,993 -915	-19%	-$12.9K	0.03%	365
2017 Q2	$60K	Buy	4,908 +500	+11%	+$6.07K	0.03%	351
2017 Q1	$56K	Sell	4,408 -3,302	-43%	-$47.4K	0.03%	359
2016 Q4	$123K	Buy	+7,710	New	+$98.6K	0.07%	206

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's FCX Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Freeport-McMoran (FCX) stake by 0.6% in Q4 2022, buying an estimated $1.85K and bringing the position to 8,903 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #162.

YorkBridge Wealth Partners first reported a position in FCX in Q4 2016 and has held it in 13 quarters since. 1,245 funds tracked by Wall St. Rank hold FCX as of Q4 2022.

YorkBridge Wealth Partners held 8,903 shares of Freeport-McMoran worth $338K as of Q4 2022.
YorkBridge Wealth Partners bought 53 Freeport-McMoran shares in Q4 2022, an estimated $1.85K.
Freeport-McMoran made up 0.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #162 holding.
YorkBridge Wealth Partners first reported a position in Freeport-McMoran in Q4 2016 and has held it in 13 quarters since.
1,245 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.