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

Cabot 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	-26,278	Closed	-$769K	–	151
2022 Q2	$769K	Sell	26,278 -63,358	-71%	-$2.54M	0.12%	101
2022 Q1	$4.46M	Sell	89,636 -7,825	-8%	-$347K	0.6%	52
2021 Q4	$4.07M	Buy	97,461 +295	+0.3%	+$11.2K	0.52%	56
2021 Q3	$3.16M	Buy	97,166 +667	+0.7%	+$23.5K	0.42%	63
2021 Q2	$3.58M	Buy	96,499 +3,320	+4%	+$129K	0.48%	59
2021 Q1	$3.07M	Buy	+93,179	New	+$3.02M	0.43%	61

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

Cabot Wealth Management's FCX Position: Q3 2022 in Review

Cabot Wealth Management sold out of Freeport-McMoran (FCX) in Q3 2022, closing a stake of 26,278 shares — an estimated $769K sold.

Cabot Wealth Management first reported a position in FCX in Q1 2021 and held it in 6 quarters. The position peaked at $4.46M in Q1 2022. 1,090 funds tracked by Wall St. Rank hold FCX as of Q3 2022.

Cabot Wealth Management reported no remaining Freeport-McMoran position as of Q3 2022 after selling out during the quarter.
Cabot Wealth Management sold 26,278 Freeport-McMoran shares in Q3 2022, an estimated $769K.
Cabot Wealth Management first reported a position in Freeport-McMoran in Q1 2021 and held it in 6 quarters.
Cabot Wealth Management's Freeport-McMoran position peaked at $4.46M in Q1 2022.
1,090 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2022.

Based on Cabot Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.