CPA
FCX icon

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

Capital Planning 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
2022
Q2 		– Sell
-54,599
Closed -$2.72M – 149
2022
Q1 		$2.72M Buy
54,599
+3,513
+7% +$156K 0.58% 45
2021
Q4 		$2.13M Buy
51,086
+7,793
+18% +$296K 0.41% 63
2021
Q3 		$1.41M Sell
43,293
-10,317
-19% -$363K 0.29% 74
2021
Q2 		$1.99M Buy
+53,610
New +$2.09M 0.41% 65

Other funds holding FCX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Planning Advisors's FCX Position: Q2 2022 in Review

Capital Planning Advisors sold out of Freeport-McMoran (FCX) in Q2 2022, closing a stake of 54,599 shares — an estimated $2.72M sold.

Capital Planning Advisors first reported a position in FCX in Q2 2021 and held it in 4 quarters. The position peaked at $2.72M in Q1 2022. 1,126 funds tracked by Wall St. Rank hold FCX as of Q2 2022.

  • Capital Planning Advisors reported no remaining Freeport-McMoran position as of Q2 2022 after selling out during the quarter.
  • Capital Planning Advisors sold 54,599 Freeport-McMoran shares in Q2 2022, an estimated $2.72M.
  • Capital Planning Advisors first reported a position in Freeport-McMoran in Q2 2021 and held it in 4 quarters.
  • Capital Planning Advisors's Freeport-McMoran position peaked at $2.72M in Q1 2022.
  • 1,126 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2022.

Based on Capital Planning Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.