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UBP Investment Advisors’s Freeport-McMoran FCX Stock Holding History

UBP Investment Advisors’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
2022
Q3 		$700K Sell
25,445
-2,353
-8% -$68.9K 0.36% 50
2022
Q2 		$810K Buy
27,798
+16,155
+139% +$647K 0.32% 48
2022
Q1 		$1.17M Sell
11,643
-826
-7% -$36.6K 0.44% 48
2021
Q4 		$520K Buy
12,469
+133
+1% +$5.05K 0.19% 72
2021
Q3 		$400K Sell
12,336
-4,500
-27% -$158K 0.16% 86
2021
Q2 		$620K Buy
+16,836
New +$656K 0.23% 80

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBP Investment Advisors's FCX Position: Q3 2022 in Review

UBP Investment Advisors reduced its Freeport-McMoran (FCX) stake by 8.5% in Q3 2022, selling an estimated $68.9K and leaving 25,445 shares worth $700K. The position accounts for 0.36% of the portfolio, ranked #50.

UBP Investment Advisors first reported a position in FCX in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.17M in Q1 2022. 1,089 funds tracked by Wall St. Rank hold FCX as of Q3 2022.

  • UBP Investment Advisors held 25,445 shares of Freeport-McMoran worth $700K as of Q3 2022.
  • UBP Investment Advisors sold 2,353 Freeport-McMoran shares in Q3 2022, an estimated $68.9K.
  • Freeport-McMoran made up 0.36% of UBP Investment Advisors's portfolio in Q3 2022, its #50 holding.
  • UBP Investment Advisors first reported a position in Freeport-McMoran in Q2 2021 and has held it in 6 quarters since.
  • UBP Investment Advisors's Freeport-McMoran position peaked at $1.17M in Q1 2022.
  • 1,089 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.