Bell Rock Capital’s Freeport-McMoran FCX Stock Holding History

Bell Rock Capital’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 Q2	–	Sell	-5,475	Closed	-$263K	–	59
2022 Q1	$263K	Buy	5,475 +23	+0.4%	+$1.02K	0.25%	91
2021 Q4	$230K	Buy	+5,452	New	+$207K	0.17%	109
2019 Q2	–	Sell	-339	Closed	-$4K	–	406
2019 Q1	$4K	Sell	339 -337	-50%	-$4.08K	﹤0.01%	362
2018 Q4	$7K	Sell	676 -339	-33%	-$3.96K	﹤0.01%	365
2018 Q3	$14K	Hold	1,015	–	–	0.01%	338
2018 Q2	$18K	Hold	1,015	–	–	0.01%	338
2018 Q1	$18K	Hold	1,015	–	–	0.01%	333
2017 Q4	$19K	Hold	1,015	–	–	0.01%	318
2017 Q3	$14K	Hold	1,015	–	–	0.01%	329
2017 Q2	$12K	Hold	1,015	–	–	0.01%	326
2017 Q1	$14K	Hold	1,015	–	–	0.01%	279
2016 Q4	$13K	Buy	+1,015	New	+$13K	0.01%	280

Other funds holding FCX

Fidelity Investments

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

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 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

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