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Arkadios Wealth Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-153
Closed -$5K – 798
2021
Q3 		$5K Buy
153
+1
+0.7% +$36 ﹤0.01% 1587
2021
Q2 		$5K Hold
152
– – ﹤0.01% 1718
2021
Q1 		$5K Buy
+152
New +$5.29K ﹤0.01% 1354

Other funds holding COPX

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's COPX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2021, closing a stake of 153 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in COPX in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 134 funds tracked by Wall St. Rank hold COPX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Global X Copper Miners ETF NEW position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 153 Global X Copper Miners ETF NEW shares in Q4 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Global X Copper Miners ETF NEW position peaked at $5K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.