Financial Partners Capital Management’s Freeport-McMoran FCX Stock Holding History

Financial Partners 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 Q4	$1.05M	Buy	27,522 +1,501	+6%	+$52.5K	0.23%	78
2022 Q3	$711K	Buy	26,021 +2,416	+10%	+$70.7K	0.17%	95
2022 Q2	$691K	Buy	+23,605	New	+$945K	0.15%	98
2016 Q1	–	Sell	-98,446	Closed	-$666K	–	107
2015 Q4	$666K	Buy	98,446 +6,735	+7%	+$64.2K	0.16%	85
2015 Q3	$889K	Buy	+91,711	New	+$1.1M	0.22%	75

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Partners Capital Management's FCX Position: Q4 2022 in Review

Financial Partners Capital Management increased its Freeport-McMoran (FCX) stake by 5.8% in Q4 2022, buying an estimated $52.5K and bringing the position to 27,522 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #78.

Financial Partners Capital Management first reported a position in FCX in Q3 2015 and has held it in 5 quarters since. 1,245 funds tracked by Wall St. Rank hold FCX as of Q4 2022.

Financial Partners Capital Management held 27,522 shares of Freeport-McMoran worth $1.05M as of Q4 2022.
Financial Partners Capital Management bought 1,501 Freeport-McMoran shares in Q4 2022, an estimated $52.5K.
Freeport-McMoran made up 0.23% of Financial Partners Capital Management's portfolio in Q4 2022, its #78 holding.
Financial Partners Capital Management first reported a position in Freeport-McMoran in Q3 2015 and has held it in 5 quarters since.
1,245 funds tracked by Wall St. Rank held Freeport-McMoran as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.