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Institutional & Family Asset Management’s Freeport-McMoran FCX Stock Holding History

Institutional & Family Asset 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 		$75.9K Buy
1,562
+58
+4% +$2.92K 0.01% 207
2024
Q1 		$70.7K Sell
1,504
-68
-4% -$2.75K 0.01% 208
2023
Q4 		$66.9K Buy
1,572
+5
+0.3% +$185 0.01% 212
2023
Q3 		$58.4K Sell
1,567
-21
-1% -$846 0.01% 209
2023
Q2 		$63.5K Sell
1,588
-10
-0.6% -$381 0.01% 211
2023
Q1 		$65.4K Buy
1,598
+134
+9% +$5.57K 0.01% 204
2022
Q4 		$55.6K Sell
1,464
-67
-4% -$2.34K 0.01% 212
2022
Q3 		$42K Buy
1,531
+10
+0.7% +$293 0.01% 239
2022
Q2 		$45K Sell
1,521
-4,050
-73% -$162K 0.01% 233
2022
Q1 		$277K Sell
5,571
-391
-7% -$17.3K 0.04% 135
2021
Q4 		$249K Sell
5,962
-1,744
-23% -$66.3K 0.04% 144
2021
Q3 		$251K Hold
7,706
– – 0.04% 157
2021
Q2 		$286K Buy
7,706
+3,017
+64% +$118K 0.05% 146
2021
Q1 		$154K Buy
4,689
+2,160
+85% +$70K 0.03% 214
2020
Q4 		$66K Sell
2,529
-307
-11% -$6.38K 0.01% 296
2020
Q3 		$44K Hold
2,836
– – 0.01% 300
2020
Q2 		$33K Sell
2,836
-728
-20% -$6.67K 0.01% 340
2020
Q1 		$24K Sell
3,564
-1
-0% -$10 0.01% 351
2019
Q4 		$47K Sell
3,565
-50
-1% -$549 0.01% 321
2019
Q3 		$35K Buy
3,615
+665
+23% +$6.83K 0.01% 327
2019
Q2 		$34K Sell
2,950
-5
-0.2% -$58 0.01% 352
2019
Q1 		$38K Buy
2,955
+146
+5% +$1.77K 0.01% 354
2018
Q4 		$29K Hold
2,809
– – 0.01% 366
2018
Q3 		$39K Hold
2,809
– – 0.01% 377
2018
Q2 		$48K Hold
2,809
– – 0.01% 351
2018
Q1 		$49K Buy
+2,809
New +$52.7K 0.01% 326

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

Institutional & Family Asset Management's FCX Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Freeport-McMoran (FCX) stake by 3.9% in Q2 2024, buying an estimated $2.92K and bringing the position to 1,562 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #207.

Institutional & Family Asset Management first reported a position in FCX in Q1 2018 and has held it in 26 quarters since. The position peaked at $286K in Q2 2021. 1,522 funds tracked by Wall St. Rank hold FCX as of Q2 2024.

  • Institutional & Family Asset Management held 1,562 shares of Freeport-McMoran worth $75.9K as of Q2 2024.
  • Institutional & Family Asset Management bought 58 Freeport-McMoran shares in Q2 2024, an estimated $2.92K.
  • Freeport-McMoran made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #207 holding.
  • Institutional & Family Asset Management first reported a position in Freeport-McMoran in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Freeport-McMoran position peaked at $286K in Q2 2021.
  • 1,522 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.