Berman Capital Advisors’s Freeport-McMoran FCX Stock Holding History

Berman Capital Advisors’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
2021 Q3	$132K	Buy	4,076 +88	+2%	+$3.1K	0.02%	365
2021 Q2	$147K	Buy	3,988 +1,592	+66%	+$62K	0.02%	289
2021 Q1	$77K	Buy	2,396 +1,210	+102%	+$39.2K	0.02%	360
2020 Q4	$30K	Sell	1,186 -992	-46%	-$20.6K	0.01%	556
2020 Q3	$33K	Buy	2,178 +1,068	+96%	+$15.4K	0.01%	450
2020 Q2	$11K	Sell	1,110 -230	-17%	-$2.11K	﹤0.01%	723
2020 Q1	$8K	Sell	1,340 -585	-30%	-$6.12K	﹤0.01%	722
2019 Q4	$24K	Buy	1,925 +779	+68%	+$8.55K	0.01%	478
2019 Q3	$10K	Buy	1,146 +260	+29%	+$2.67K	﹤0.01%	708
2019 Q2	$10K	Sell	886 -522	-37%	-$6.08K	﹤0.01%	717
2019 Q1	$18K	Sell	1,408 -976	-41%	-$11.8K	0.01%	480
2018 Q4	$24K	Buy	+2,384	New	+$27.8K	0.01%	350

Other funds holding FCX

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Berman Capital Advisors's FCX Position: Q3 2021 in Review

Berman Capital Advisors increased its Freeport-McMoran (FCX) stake by 2.2% in Q3 2021, buying an estimated $3.1K and bringing the position to 4,076 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #365.

Berman Capital Advisors first reported a position in FCX in Q4 2018 and has held it in 12 quarters since. The position peaked at $147K in Q2 2021. 1,035 funds tracked by Wall St. Rank hold FCX as of Q3 2021.

Berman Capital Advisors held 4,076 shares of Freeport-McMoran worth $132K as of Q3 2021.
Berman Capital Advisors bought 88 Freeport-McMoran shares in Q3 2021, an estimated $3.1K.
Freeport-McMoran made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #365 holding.
Berman Capital Advisors first reported a position in Freeport-McMoran in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Freeport-McMoran position peaked at $147K in Q2 2021.
1,035 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.