1834 Investment Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

1834 Investment Advisors’s Portfolio COPX Stock Details COPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-215	Closed	-$7K	–	244
2022 Q2	$7K	Hold	215	–	–	﹤0.01%	396
2022 Q1	$10K	Hold	215	–	–	﹤0.01%	353
2021 Q4	$8K	Sell	215 -85	-28%	-$3.11K	﹤0.01%	394
2021 Q3	$10K	Buy	300 +92	+44%	+$3.33K	﹤0.01%	394
2021 Q2	$8K	Hold	208	–	–	﹤0.01%	440
2021 Q1	$7K	Buy	+208	New	+$7.24K	﹤0.01%	415

Other funds holding COPX

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1834 Investment Advisors's COPX Position: Q3 2022 in Review

1834 Investment Advisors sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2022, closing a stake of 215 shares — an estimated $7K sold.

1834 Investment Advisors first reported a position in COPX in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 116 funds tracked by Wall St. Rank hold COPX as of Q3 2022.

1834 Investment Advisors reported no remaining Global X Copper Miners ETF NEW position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 215 Global X Copper Miners ETF NEW shares in Q3 2022, an estimated $7K.
1834 Investment Advisors first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and held it in 6 quarters.
1834 Investment Advisors's Global X Copper Miners ETF NEW position peaked at $10K in Q1 2022.
116 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.