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Axxcess Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Axxcess Wealth Management’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14,364
Closed -$391K – 646
2021
Q4 		$391K Buy
+14,364
New +$384K 0.03% 416

Other funds holding CPER

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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Axxcess Wealth Management's CPER Position: Q1 2022 in Review

Axxcess Wealth Management sold out of United States Copper Index Fund (CPER) in Q1 2022, closing a stake of 14,364 shares — an estimated $391K sold.

Axxcess Wealth Management first reported a position in CPER in Q4 2021 and held it in 1 quarter. The position peaked at $391K in Q4 2021. 54 funds tracked by Wall St. Rank hold CPER as of Q1 2022.

  • Axxcess Wealth Management reported no remaining United States Copper Index Fund position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,364 United States Copper Index Fund shares in Q1 2022, an estimated $391K.
  • Axxcess Wealth Management first reported a position in United States Copper Index Fund in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's United States Copper Index Fund position peaked at $391K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.