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PFS Investments’s Freeport-McMoran FCX Stock Holding History

PFS 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
Q2 		$7.71M Buy
192,764
+14,727
+8% +$561K 0.13% 161
2023
Q1 		$7.17M Buy
178,037
+9,768
+6% +$406K 0.12% 156
2022
Q4 		$6.39M Buy
168,269
+292
+0.2% +$10.2K 0.12% 162
2022
Q3 		$4.59K Sell
167,977
-7,675
-4% -$225K 0.08% 184
2022
Q2 		$5.14M Buy
175,652
+58,233
+50% +$2.33M 0.1% 179
2022
Q1 		$5.84M Buy
117,419
+14,645
+14% +$649K 0.11% 172
2021
Q4 		$4.29M Buy
102,774
+2,873
+3% +$109K 0.08% 207
2021
Q3 		$3.94M Buy
99,901
+1,376
+1% +$48.4K 0.08% 206
2021
Q2 		$3.6M Buy
98,525
+9,741
+11% +$379K 0.08% 198
2021
Q1 		$2.92M Sell
88,784
-55,187
-38% -$1.79M 0.07% 204
2020
Q4 		$4.37M Buy
143,971
+22,364
+18% +$465K 0.12% 151
2020
Q3 		$1.9M Buy
121,607
+15,827
+15% +$228K 0.06% 192
2020
Q2 		$1.22M Buy
105,780
+19,660
+23% +$180K 0.05% 197
2020
Q1 		$581K Buy
86,120
+15,434
+22% +$161K 0.03% 214
2019
Q4 		$927K Buy
70,686
+10,064
+17% +$110K 0.04% 185
2019
Q3 		$580K Buy
60,622
+21,219
+54% +$218K 0.02% 176
2019
Q2 		$445K Buy
39,403
+26,630
+208% +$310K 0.02% 154
2019
Q1 		$165K Buy
+12,773
New +$155K 0.01% 137

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

PFS Investments's FCX Position: Q2 2023 in Review

PFS Investments increased its Freeport-McMoran (FCX) stake by 8.3% in Q2 2023, buying an estimated $561K and bringing the position to 192,764 shares worth $7.71M. The position accounts for 0.13% of the portfolio, ranked #161.

PFS Investments first reported a position in FCX in Q1 2019 and has held it in 18 quarters since. 1,295 funds tracked by Wall St. Rank hold FCX as of Q2 2023.

  • PFS Investments held 192,764 shares of Freeport-McMoran worth $7.71M as of Q2 2023.
  • PFS Investments bought 14,727 Freeport-McMoran shares in Q2 2023, an estimated $561K.
  • Freeport-McMoran made up 0.13% of PFS Investments's portfolio in Q2 2023, its #161 holding.
  • PFS Investments first reported a position in Freeport-McMoran in Q1 2019 and has held it in 18 quarters since.
  • 1,295 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.