Pathstone Family Office’s Freeport-McMoran FCX Stock Holding History

Pathstone Family Office’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 Q3	$1.97M	Buy	52,717 +42,161	+399%	+$1.7M	0.02%	478
2023 Q2	$432K	Sell	10,556 -2,328	-18%	-$88.7K	0.01%	810
2023 Q1	$608K	Sell	12,884 -60,366	-82%	-$2.51M	0.01%	609
2022 Q4	$1.93M	Buy	73,250 +22,200	+43%	+$776K	0.02%	515
2022 Q3	$1.41M	Buy	+51,050	New	+$1.49M	0.01%	572
2022 Q2	–	Sell	-4,587	Closed	-$240K	–	1086
2022 Q1	$240K	Sell	4,587 -1,467	-24%	-$65K	0.01%	836
2021 Q4	$252K	Buy	+6,054	New	+$230K	0.01%	767
2021 Q1	–	Sell	-2,592	Closed	-$68K	–	893
2020 Q4	$68K	Buy	2,592 +1,937	+296%	+$40.3K	﹤0.01%	460
2020 Q3	$10K	Hold	655	–	–	﹤0.01%	593
2020 Q2	$8K	Hold	655	–	–	﹤0.01%	542
2020 Q1	$4K	Buy	+655	New	+$6.85K	﹤0.01%	633
2014 Q1	–	Sell	-1,450	Closed	-$55K	–	209
2013 Q4	$55K	Buy	+1,450	New	+$51.4K	0.12%	45
2013 Q3	–	Sell	-2,500	Closed	-$70K	–	349
2013 Q2	$70K	Buy	+2,500	New	+$76.3K	0.08%	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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Pathstone Family Office's FCX Position: Q3 2023 in Review

Pathstone Family Office increased its Freeport-McMoran (FCX) stake by 399% in Q3 2023, buying an estimated $1.7M and bringing the position to 52,717 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #478.

Pathstone Family Office first reported a position in FCX in Q2 2013 and has held it in 13 quarters since. 1,294 funds tracked by Wall St. Rank hold FCX as of Q3 2023.

Pathstone Family Office held 52,717 shares of Freeport-McMoran worth $1.97M as of Q3 2023.
Pathstone Family Office bought 42,161 Freeport-McMoran shares in Q3 2023, an estimated $1.7M.
Freeport-McMoran made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #478 holding.
Pathstone Family Office first reported a position in Freeport-McMoran in Q2 2013 and has held it in 13 quarters since.
1,294 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.