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Cadence Wealth Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Cadence Wealth Management’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
-97,011
Closed -$3.32M – 36
2021
Q3 		$3.32M Sell
97,011
-94,861
-49% -$3.44M 3.75% 9
2021
Q2 		$7.13M Buy
+191,872
New +$7.58M 6.02% 7

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

Cadence Wealth Management's COPX Position: Q4 2021 in Review

Cadence Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2021, closing a stake of 97,011 shares — an estimated $3.32M sold.

Cadence Wealth Management first reported a position in COPX in Q2 2021 and held it in 2 quarters. The position peaked at $7.13M in Q2 2021. 134 funds tracked by Wall St. Rank hold COPX as of Q4 2021.

  • Cadence Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2021 after selling out during the quarter.
  • Cadence Wealth Management sold 97,011 Global X Copper Miners ETF NEW shares in Q4 2021, an estimated $3.32M.
  • Cadence Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 2 quarters.
  • Cadence Wealth Management's Global X Copper Miners ETF NEW position peaked at $7.13M in Q2 2021.
  • 134 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2021.

Based on Cadence Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.