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

Elmwood 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 Q1	–	Sell	-500	Closed	-$21K	–	180
2021 Q4	$21K	Buy	+500	New	+$19K	0.01%	246
2021 Q2	$19K	Hold	500	–	–	0.01%	224
2021 Q1	$16K	Buy	+500	New	+$16.2K	0.01%	228
2020 Q3	$6K	Hold	500	–	–	﹤0.01%	204
2020 Q2	$6K	Hold	500	–	–	﹤0.01%	204
2020 Q1	$8.79K	Buy	+500	New	+$5.23K	0.01%	200
2019 Q4	–	Sell	-500	Closed	-$5K	–	142
2019 Q3	$5K	Hold	500	–	–	0.01%	208
2019 Q2	$6K	Hold	500	–	–	0.01%	216
2019 Q1	$6K	Hold	500	–	–	0.01%	207
2018 Q4	$5K	Hold	500	–	–	﹤0.01%	221
2018 Q3	$6.96K	Hold	500	–	–	0.01%	219
2018 Q2	$8.63K	Hold	500	–	–	0.01%	207
2018 Q1	$8.79K	Buy	+500	New	+$9.39K	0.01%	200

Other funds holding FCX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elmwood Wealth Management's FCX Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Freeport-McMoran (FCX) in Q1 2022, closing a stake of 500 shares — an estimated $21K sold.

Elmwood Wealth Management first reported a position in FCX in Q1 2018 and held it in 13 quarters. The position peaked at $21K in Q4 2021. 1,264 funds tracked by Wall St. Rank hold FCX as of Q1 2022.

Elmwood Wealth Management reported no remaining Freeport-McMoran position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 500 Freeport-McMoran shares in Q1 2022, an estimated $21K.
Elmwood Wealth Management first reported a position in Freeport-McMoran in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Freeport-McMoran position peaked at $21K in Q4 2021.
1,264 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.