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West Oak Capital’s Freeport-McMoran FCX Stock Holding History

West Oak Capital’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
Q3 		– Sell
-120
Closed -$5.83K – 316
2024
Q2 		$5.83K Hold
120
– – ﹤0.01% 269
2024
Q1 		$6K Hold
120
– – ﹤0.01% 264
2023
Q4 		$5K Hold
120
– – ﹤0.01% 267
2023
Q3 		$4K Hold
120
– – ﹤0.01% 274
2023
Q2 		$4.8K Hold
120
– – ﹤0.01% 274
2023
Q1 		$4.91K Hold
120
– – ﹤0.01% 274
2022
Q4 		$5K Hold
120
– – ﹤0.01% 238
2022
Q3 		$3K Hold
120
– – ﹤0.01% 296
2022
Q2 		$4K Buy
+120
New +$4.8K ﹤0.01% 281

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

West Oak Capital's FCX Position: Q3 2024 in Review

West Oak Capital sold out of Freeport-McMoran (FCX) in Q3 2024, closing a stake of 120 shares — an estimated $5.83K sold.

West Oak Capital first reported a position in FCX in Q2 2022 and held it in 9 quarters. The position peaked at $6K in Q1 2024. 1,526 funds tracked by Wall St. Rank hold FCX as of Q3 2024.

  • West Oak Capital reported no remaining Freeport-McMoran position as of Q3 2024 after selling out during the quarter.
  • West Oak Capital sold 120 Freeport-McMoran shares in Q3 2024, an estimated $5.83K.
  • West Oak Capital first reported a position in Freeport-McMoran in Q2 2022 and held it in 9 quarters.
  • West Oak Capital's Freeport-McMoran position peaked at $6K in Q1 2024.
  • 1,526 funds tracked by Wall St. Rank held Freeport-McMoran as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.