Blue Bell Private Wealth Management’s Freeport-McMoran FCX Stock Holding History

Blue Bell Private 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
2022 Q3	–	Sell	-116	Closed	-$3K	–	776
2022 Q2	$3K	Hold	116	–	–	﹤0.01%	588
2022 Q1	$6K	Hold	116	–	–	﹤0.01%	518
2021 Q4	$5K	Buy	+116	New	+$4.41K	﹤0.01%	535

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Blue Bell Private Wealth Management's FCX Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2022, closing a stake of 116 shares — an estimated $3K sold.

Blue Bell Private Wealth Management first reported a position in FCX in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 1,089 funds tracked by Wall St. Rank hold FCX as of Q3 2022.

Blue Bell Private Wealth Management reported no remaining Freeport-McMoran position as of Q3 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 116 Freeport-McMoran shares in Q3 2022, an estimated $3K.
Blue Bell Private Wealth Management first reported a position in Freeport-McMoran in Q4 2021 and held it in 3 quarters.
Blue Bell Private Wealth Management's Freeport-McMoran position peaked at $6K in Q1 2022.
1,089 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.