Rockbridge Investment Management’s Freeport-McMoran FCX Stock Holding History

Rockbridge Investment 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
2024 Q1	–	Sell	-982	Closed	-$41.8K	–	292
2023 Q4	$41.8K	Buy	+982	New	+$36.3K	0.01%	251
2022 Q3	–	Sell	-275	Closed	-$8.05K	–	276
2022 Q2	$8.05K	Hold	275	–	–	﹤0.01%	395
2022 Q1	$14K	Hold	275	–	–	﹤0.01%	461
2021 Q4	$11K	Hold	275	–	–	﹤0.01%	555
2021 Q3	$9K	Hold	275	–	–	﹤0.01%	532
2021 Q2	$10K	Hold	275	–	–	﹤0.01%	529
2021 Q1	$9K	Hold	275	–	–	﹤0.01%	519
2020 Q4	$7K	Hold	275	–	–	﹤0.01%	536
2020 Q3	$4K	Hold	275	–	–	﹤0.01%	539
2020 Q2	$3K	Buy	+275	New	+$2.52K	﹤0.01%	530

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

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

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

Rockbridge Investment Management's FCX Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Freeport-McMoran (FCX) in Q1 2024, closing a stake of 982 shares — an estimated $41.8K sold.

Rockbridge Investment Management first reported a position in FCX in Q2 2020 and held it in 10 quarters. The position peaked at $41.8K in Q4 2023. 1,453 funds tracked by Wall St. Rank hold FCX as of Q1 2024.

Rockbridge Investment Management reported no remaining Freeport-McMoran position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 982 Freeport-McMoran shares in Q1 2024, an estimated $41.8K.
Rockbridge Investment Management first reported a position in Freeport-McMoran in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Freeport-McMoran position peaked at $41.8K in Q4 2023.
1,453 funds tracked by Wall St. Rank held Freeport-McMoran as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.