Kula Investments’s Freeport-McMoran FCX Stock Holding History

Kula Investments’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 Q1	–	Sell	-8,792	Closed	-$334K	–	690
2022 Q4	$334K	Buy	+8,792	New	+$307K	0.1%	353

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kula Investments's FCX Position: Q1 2023 in Review

Kula Investments sold out of Freeport-McMoran (FCX) in Q1 2023, closing a stake of 8,792 shares — an estimated $334K sold.

Kula Investments first reported a position in FCX in Q4 2022 and held it in 1 quarter. The position peaked at $334K in Q4 2022. 1,284 funds tracked by Wall St. Rank hold FCX as of Q1 2023.

Kula Investments reported no remaining Freeport-McMoran position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 8,792 Freeport-McMoran shares in Q1 2023, an estimated $334K.
Kula Investments first reported a position in Freeport-McMoran in Q4 2022 and held it in 1 quarter.
Kula Investments's Freeport-McMoran position peaked at $334K in Q4 2022.
1,284 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.