Colony Group’s Freeport-McMoran FCX Stock Holding History

Colony Group’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
2023 Q1	–	Sell	-13,231	Closed	-$503K	–	812
2022 Q4	$503K	Buy	13,231 +5,531	+72%	+$193K	0.01%	622
2022 Q3	$210K	Sell	7,700 -101	-1%	-$2.96K	﹤0.01%	730
2022 Q2	$228K	Buy	7,801 +41	+0.5%	+$1.64K	﹤0.01%	753
2022 Q1	$386K	Buy	+7,760	New	+$344K	0.01%	671
2016 Q1	–	Sell	-7	Closed	–	–	378
2015 Q4	$0	Sell	7 -136	-95%	-$1.29K	﹤0.01%	814
2015 Q3	$1K	Buy	143 +136	+1,943%	+$1.63K	﹤0.01%	794
2015 Q2	$0	Buy	+7	New	+$145	﹤0.01%	747
2015 Q1	–	Sell	-7	Closed	–	–	744
2014 Q4	$0	Sell	7 -200	-97%	-$5.52K	﹤0.01%	788
2014 Q3	$7K	Sell	207 -43	-17%	-$1.56K	﹤0.01%	651
2014 Q2	$9K	Buy	250 +200	+400%	+$6.85K	﹤0.01%	532
2014 Q1	$2K	Hold	50	–	–	﹤0.01%	758
2013 Q4	$2K	Buy	+50	New	+$1.77K	﹤0.01%	629

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return