CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

CAPTRUST Financial 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
Q1 		– Sell
-20
Closed -$1K – 4941
2021
Q4 		$1K Buy
+20
New +$732 ﹤0.01% 4550
2021
Q3 		– Sell
-270
Closed -$10K – 4657
2021
Q2 		$10K Buy
+270
New +$10.7K ﹤0.01% 3535

Other funds holding COPX

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CAPTRUST Financial Advisors's COPX Position: Q1 2022 in Review

CAPTRUST Financial Advisors sold out of Global X Copper Miners ETF NEW (COPX) in Q1 2022, closing a stake of 20 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in COPX in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 138 funds tracked by Wall St. Rank hold COPX as of Q1 2022.

  • CAPTRUST Financial Advisors reported no remaining Global X Copper Miners ETF NEW position as of Q1 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 20 Global X Copper Miners ETF NEW shares in Q1 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Global X Copper Miners ETF NEW position peaked at $10K in Q2 2021.
  • 138 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.