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Fernwood Investment Management’s Freeport-McMoran FCX Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-860
Closed -$40.4K – 364
2024
Q1 		$40.4K Buy
+860
New +$34.7K 0.01% 364
2016
Q3 		– Sell
-11,020
Closed -$123K – 128
2016
Q2 		$123K Sell
11,020
-5,635
-34% -$62.4K 0.12% 112
2016
Q1 		$172K Sell
16,655
-1,100
-6% -$7.73K 0.17% 109
2015
Q4 		$120K Sell
17,755
-17,600
-50% -$168K 0.1% 118
2015
Q3 		$343K Sell
35,355
-700
-2% -$8.4K 0.3% 75
2015
Q2 		$671K Buy
36,055
+7,450
+26% +$154K 0.53% 54
2015
Q1 		$542K Sell
28,605
-400
-1% -$7.91K 0.45% 63
2014
Q4 		$678K Sell
29,005
-580
-2% -$16K 0.58% 50
2014
Q3 		$966K Sell
29,585
-200
-0.7% -$7.27K 0.83% 39
2014
Q2 		$1.09M Buy
29,785
+635
+2% +$21.7K 0.9% 37
2014
Q1 		$964K Sell
29,150
-6,635
-19% -$221K 0.89% 39
2013
Q4 		$1.35M Buy
+35,785
New +$1.27M 0.9% 37

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fernwood Investment Management's FCX Position: Q2 2024 in Review

Fernwood Investment Management sold out of Freeport-McMoran (FCX) in Q2 2024, closing a stake of 860 shares — an estimated $40.4K sold.

Fernwood Investment Management first reported a position in FCX in Q4 2013 and held it in 12 quarters. The position peaked at $1.35M in Q4 2013. 1,522 funds tracked by Wall St. Rank hold FCX as of Q2 2024.

  • Fernwood Investment Management reported no remaining Freeport-McMoran position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 860 Freeport-McMoran shares in Q2 2024, an estimated $40.4K.
  • Fernwood Investment Management first reported a position in Freeport-McMoran in Q4 2013 and held it in 12 quarters.
  • Fernwood Investment Management's Freeport-McMoran position peaked at $1.35M in Q4 2013.
  • 1,522 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.