Altshuler Shaham’s Global X Copper Miners ETF NEW COPX Stock Holding History

Altshuler Shaham’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 Q4	–	Sell	-23,071,701	Closed	-$654M	–	481
2022 Q3	$654M	Buy	23,071,701 +1,402,832	+6%	+$41.5M	16.05%	1
2022 Q2	$670M	Buy	21,668,869 +3,329,905	+18%	+$131M	10.02%	1
2022 Q1	$835M	Sell	18,338,964 -3,504,457	-16%	-$144M	7.24%	4
2021 Q4	$806M	Buy	21,843,421 +20,768,258	+1,932%	+$761M	6.89%	5
2021 Q3	$33.9M	Buy	1,075,163 +185,449	+21%	+$6.72M	0.25%	34
2021 Q2	$33.2M	Buy	+889,714	New	+$35.2M	0.25%	35

Other funds holding COPX

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

HIIFS

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

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

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

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

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

Altshuler Shaham's COPX Position: Q4 2022 in Review

Altshuler Shaham sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2022, closing a stake of 23,071,701 shares — an estimated $654M sold.

Altshuler Shaham first reported a position in COPX in Q2 2021 and held it in 6 quarters. The position peaked at $835M in Q1 2022. 128 funds tracked by Wall St. Rank hold COPX as of Q4 2022.

Altshuler Shaham reported no remaining Global X Copper Miners ETF NEW position as of Q4 2022 after selling out during the quarter.
Altshuler Shaham sold 23,071,701 Global X Copper Miners ETF NEW shares in Q4 2022, an estimated $654M.
Altshuler Shaham first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 6 quarters.
Altshuler Shaham's Global X Copper Miners ETF NEW position peaked at $835M in Q1 2022.
128 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.