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Kalos Management’s Freeport-McMoran FCX Stock Holding History

Kalos 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
2023
Q2 		– Sell
-339
Closed -$13.9K – 215
2023
Q1 		$13.9K Buy
+339
New +$14.1K 0.03% 186
2021
Q2 		– Sell
-9,778
Closed -$436K – 278
2021
Q1 		$436K Sell
9,778
-1,388
-12% -$45K 0.14% 174
2020
Q4 		$300K Sell
11,166
-225
-2% -$4.68K 0.13% 187
2020
Q3 		$221K Buy
+11,391
New +$164K 0.1% 204
2015
Q4 		– Hold
0
– – – 474

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kalos Management's FCX Position: Q2 2023 in Review

Kalos Management sold out of Freeport-McMoran (FCX) in Q2 2023, closing a stake of 339 shares — an estimated $13.9K sold.

Kalos Management first reported a position in FCX in Q3 2020 and held it in 4 quarters. The position peaked at $436K in Q1 2021. 1,295 funds tracked by Wall St. Rank hold FCX as of Q2 2023.

  • Kalos Management reported no remaining Freeport-McMoran position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 339 Freeport-McMoran shares in Q2 2023, an estimated $13.9K.
  • Kalos Management first reported a position in Freeport-McMoran in Q3 2020 and held it in 4 quarters.
  • Kalos Management's Freeport-McMoran position peaked at $436K in Q1 2021.
  • 1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.