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Charter Oak Capital Management’s Freeport-McMoran FCX Stock Holding History

Charter Oak Capital 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
-855
Closed -$25K – 401
2022
Q2 		$25K Hold
855
– – ﹤0.01% 433
2022
Q1 		$43K Buy
+855
New +$37.9K 0.01% 380
2021
Q2 		– Sell
-30
Closed -$1K – 830
2021
Q1 		$1K Buy
+30
New +$973 ﹤0.01% 742

Other funds holding FCX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charter Oak Capital Management's FCX Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Freeport-McMoran (FCX) in Q3 2022, closing a stake of 855 shares — an estimated $25K sold.

Charter Oak Capital Management first reported a position in FCX in Q1 2021 and held it in 3 quarters. The position peaked at $43K in Q1 2022. 1,089 funds tracked by Wall St. Rank hold FCX as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Freeport-McMoran position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 855 Freeport-McMoran shares in Q3 2022, an estimated $25K.
  • Charter Oak Capital Management first reported a position in Freeport-McMoran in Q1 2021 and held it in 3 quarters.
  • Charter Oak Capital Management's Freeport-McMoran position peaked at $43K in Q1 2022.
  • 1,089 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.