BerganKDV Wealth Management’s Freeport-McMoran FCX Stock Holding History

BerganKDV 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
2023 Q2	$9.88K	Sell	247 -116	-32%	-$4.42K	﹤0.01%	555
2023 Q1	$14.9K	Buy	363 +92	+34%	+$3.83K	﹤0.01%	545
2022 Q4	$10.3K	Buy	271 +11	+4%	+$384	﹤0.01%	571
2022 Q3	$7K	Buy	260 +94	+57%	+$2.75K	﹤0.01%	622
2022 Q2	$5K	Sell	166 -589	-78%	-$23.6K	﹤0.01%	699
2022 Q1	$38K	Buy	755 +98	+15%	+$4.34K	﹤0.01%	424
2021 Q4	$27K	Buy	657 +19	+3%	+$722	﹤0.01%	503
2021 Q3	$21K	Buy	638 +576	+929%	+$20.3K	﹤0.01%	520
2021 Q2	$2K	Sell	62 -295	-83%	-$11.5K	﹤0.01%	811
2021 Q1	$12K	Buy	357 +300	+526%	+$9.73K	﹤0.01%	558
2020 Q4	$1K	Hold	57	–	–	﹤0.01%	849
2020 Q3	$1K	Hold	57	–	–	﹤0.01%	792
2020 Q2	$1K	Hold	57	–	–	﹤0.01%	848
2020 Q1	$0	Sell	57 -780	-93%	-$8.16K	﹤0.01%	942
2019 Q4	$11K	Buy	+837	New	+$9.19K	﹤0.01%	516
2019 Q1	–	Sell	-503	Closed	-$5K	–	734
2018 Q4	$5K	Buy	503 +2	+0.4%	+$23	﹤0.01%	543
2018 Q3	$7K	Buy	501 +301	+151%	+$4.55K	﹤0.01%	525
2018 Q2	$3K	Buy	+200	New	+$3.39K	﹤0.01%	583

Other funds holding FCX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BerganKDV Wealth Management's FCX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Freeport-McMoran (FCX) stake by 32% in Q2 2023, selling an estimated $4.42K and leaving 247 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

BerganKDV Wealth Management first reported a position in FCX in Q2 2018 and has held it in 18 quarters since. The position peaked at $38K in Q1 2022. 1,295 funds tracked by Wall St. Rank hold FCX as of Q2 2023.

BerganKDV Wealth Management held 247 shares of Freeport-McMoran worth $9.88K as of Q2 2023.
BerganKDV Wealth Management sold 116 Freeport-McMoran shares in Q2 2023, an estimated $4.42K.
Freeport-McMoran made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #555 holding.
BerganKDV Wealth Management first reported a position in Freeport-McMoran in Q2 2018 and has held it in 18 quarters since.
BerganKDV Wealth Management's Freeport-McMoran position peaked at $38K in Q1 2022.
1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.