Private Ocean’s Freeport-McMoran FCX Stock Holding History

Private Ocean’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	$6.37K	Buy	131 +9	+7%	+$454	﹤0.01%	420
2024 Q1	$5.74K	Buy	+122	New	+$4.93K	﹤0.01%	412
2022 Q4	–	Sell	-305	Closed	-$8K	–	581
2022 Q3	$8K	Buy	+305	New	+$8.93K	﹤0.01%	394
2021 Q3	–	Sell	-113	Closed	-$4K	–	579
2021 Q2	$4K	Buy	+113	New	+$4.4K	﹤0.01%	467
2017 Q1	–	Sell	-7,500	Closed	-$99K	–	173
2016 Q4	$99K	Sell	7,500 -12,500	-63%	-$160K	0.07%	73
2016 Q3	$217K	Buy	+20,000	New	+$230K	0.14%	51
2014 Q4	–	Sell	-150	Closed	-$5K	–	203
2014 Q3	$5K	Hold	150	–	–	﹤0.01%	186
2014 Q2	$5K	Buy	+150	New	+$5.13K	﹤0.01%	185

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Ocean's FCX Position: Q2 2024 in Review

Private Ocean increased its Freeport-McMoran (FCX) stake by 7.4% in Q2 2024, buying an estimated $454 and bringing the position to 131 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Private Ocean first reported a position in FCX in Q2 2014 and has held it in 8 quarters since. The position peaked at $217K in Q3 2016. 1,522 funds tracked by Wall St. Rank hold FCX as of Q2 2024.

Private Ocean held 131 shares of Freeport-McMoran worth $6.37K as of Q2 2024.
Private Ocean bought 9 Freeport-McMoran shares in Q2 2024, an estimated $454.
Freeport-McMoran made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #420 holding.
Private Ocean first reported a position in Freeport-McMoran in Q2 2014 and has held it in 8 quarters since.
Private Ocean's Freeport-McMoran position peaked at $217K in Q3 2016.
1,522 funds tracked by Wall St. Rank held Freeport-McMoran as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.