Ownership history in PFG Advisors Β· 11 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors reported a position in FREEPORT-MCMORAN INC (FCX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PFG Advisors underperformed the S&P 500 by β21.6% annually on this FCX position. Timing score: 11% (1/9 decisions correct). Average cost basis: $40.83. Maximum drawdown during holding period: β23.6%.
β Significantly underperformed the S&P 500 by 21.6% ann.
9 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 9 add/trim decisions correct
Best entry: $38.51 (2023 Q2) Β· Worst: $48.90 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 4 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size