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Carroll Financial Associates’s Global X Copper Miners ETF NEW COPX Stock Holding History

Carroll Financial Associates’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 		$1.44M Buy
38,830
+1,608
+4% +$58.9K 0.08% 149
2021
Q3 		$1.27M Buy
37,222
+4,334
+13% +$157K 0.07% 163
2021
Q2 		$1.22M Buy
32,888
+2,155
+7% +$85.2K 0.07% 167
2021
Q1 		$1.09M Buy
+30,733
New +$1.07M 0.07% 165

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

Carroll Financial Associates's COPX Position: Q4 2021 in Review

Carroll Financial Associates increased its Global X Copper Miners ETF NEW (COPX) stake by 4.3% in Q4 2021, buying an estimated $58.9K and bringing the position to 38,830 shares worth $1.44M. The position accounts for 0.08% of the portfolio, ranked #149.

Carroll Financial Associates first reported a position in COPX in Q1 2021 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold COPX as of Q4 2021.

  • Carroll Financial Associates held 38,830 shares of Global X Copper Miners ETF NEW worth $1.44M as of Q4 2021.
  • Carroll Financial Associates bought 1,608 Global X Copper Miners ETF NEW shares in Q4 2021, an estimated $58.9K.
  • Global X Copper Miners ETF NEW made up 0.08% of Carroll Financial Associates's portfolio in Q4 2021, its #149 holding.
  • Carroll Financial Associates first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.