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First Personal Financial Services’s Freeport-McMoran FCX Stock Holding History

First Personal Financial Services’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
Q3 		$242K Buy
4,841
+14
+0.3% +$631 0.05% 115
2024
Q2 		$235K Hold
4,827
– – 0.05% 112
2024
Q1 		$227K Sell
4,827
-91
-2% -$3.67K 0.05% 111
2023
Q4 		$209K Sell
4,918
-99
-2% -$3.66K 0.05% 110
2023
Q3 		$187K Sell
5,017
-681
-12% -$27.4K 0.05% 112
2023
Q2 		$228K Sell
5,698
-800
-12% -$30.5K 0.06% 105
2023
Q1 		$266K Sell
6,498
-10,566
-62% -$440K 0.07% 103
2022
Q4 		$648K Hold
17,064
– – 0.18% 74
2022
Q3 		$466K Buy
17,064
+9,901
+138% +$290K 0.14% 81
2022
Q2 		$210K Sell
7,163
-15,294
-68% -$612K 0.06% 105
2022
Q1 		$1.12M Sell
22,457
-14,011
-38% -$621K 0.26% 70
2021
Q4 		$1.52M Sell
36,468
-2,082
-5% -$79.1K 0.34% 62
2021
Q3 		$1.25M Sell
38,550
-1,038
-3% -$36.5K 0.31% 63
2021
Q2 		$1.47M Sell
39,588
-3,151
-7% -$123K 0.38% 57
2021
Q1 		$1.41M Sell
42,739
-10,774
-20% -$349K 0.38% 58
2020
Q4 		$1.39M Sell
53,513
-3,317
-6% -$68.9K 0.4% 57
2020
Q3 		$889K Sell
56,830
-16,319
-22% -$235K 0.28% 62
2020
Q2 		$846K Sell
73,149
-5,089
-7% -$46.6K 0.29% 63
2020
Q1 		$528K Buy
78,238
+53,352
+214% +$558K 0.2% 69
2019
Q4 		$327K Buy
24,886
+1,109
+5% +$12.2K 0.11% 98
2019
Q3 		$228K Buy
23,777
+3,684
+18% +$37.8K 0.07% 125
2019
Q2 		$233K Buy
20,093
+2,869
+17% +$33.4K 0.07% 159
2019
Q1 		$222K Buy
17,224
+600
+4% +$7.26K 0.07% 158
2018
Q4 		$171K Sell
16,624
-354
-2% -$4.13K 0.06% 161
2018
Q3 		$236K Buy
16,978
+200
+1% +$3.02K 0.07% 155
2018
Q2 		$290K Sell
16,778
-679
-4% -$11.5K 0.1% 145
2018
Q1 		$307K Sell
17,457
-26,478
-60% -$497K 0.07% 180
2017
Q4 		$833K Sell
43,935
-1,640
-4% -$24.7K 0.16% 114
2017
Q3 		$640K Sell
45,575
-600
-1% -$8.43K 0.14% 123
2017
Q2 		$555K Sell
46,175
-1,153
-2% -$14K 0.12% 133
2017
Q1 		$632K Buy
47,328
+36,433
+334% +$524K 0.15% 110
2016
Q4 		$144K Buy
10,895
+4,307
+65% +$55.1K 0.04% 227
2016
Q3 		$72K Sell
6,588
-897
-12% -$10.3K 0.02% 235
2016
Q2 		$83K Buy
7,485
+1,024
+16% +$11.3K 0.03% 211
2016
Q1 		$67K Sell
6,461
-180
-3% -$1.26K 0.03% 163
2015
Q4 		$45K Buy
6,641
+331
+5% +$3.15K 0.03% 186
2015
Q3 		$62K Hold
6,310
– – 0.04% 161
2015
Q2 		$118K Buy
6,310
+795
+14% +$16.4K 0.07% 129
2015
Q1 		$105K Buy
5,515
+113
+2% +$2.23K 0.06% 132
2014
Q4 		$126K Buy
+5,402
New +$149K 0.07% 126

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First Personal Financial Services's FCX Position: Q3 2024 in Review

First Personal Financial Services increased its Freeport-McMoran (FCX) stake by 0.29% in Q3 2024, buying an estimated $631 and bringing the position to 4,841 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #115.

First Personal Financial Services first reported a position in FCX in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.52M in Q4 2021. 1,526 funds tracked by Wall St. Rank hold FCX as of Q3 2024.

  • First Personal Financial Services held 4,841 shares of Freeport-McMoran worth $242K as of Q3 2024.
  • First Personal Financial Services bought 14 Freeport-McMoran shares in Q3 2024, an estimated $631.
  • Freeport-McMoran made up 0.05% of First Personal Financial Services's portfolio in Q3 2024, its #115 holding.
  • First Personal Financial Services first reported a position in Freeport-McMoran in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Freeport-McMoran position peaked at $1.52M in Q4 2021.
  • 1,526 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.