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

Connectus Wealth’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
Q4 		– Sell
-14,766
Closed -$417K – 437
2022
Q3 		$417K Buy
+14,766
New +$436K 0.01% 422

Other funds holding COPX

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Connectus Wealth's COPX Position: Q4 2022 in Review

Connectus Wealth sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2022, closing a stake of 14,766 shares — an estimated $417K sold.

Connectus Wealth first reported a position in COPX in Q3 2022 and held it in 1 quarter. The position peaked at $417K in Q3 2022. 128 funds tracked by Wall St. Rank hold COPX as of Q4 2022.

  • Connectus Wealth reported no remaining Global X Copper Miners ETF NEW position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 14,766 Global X Copper Miners ETF NEW shares in Q4 2022, an estimated $417K.
  • Connectus Wealth first reported a position in Global X Copper Miners ETF NEW in Q3 2022 and held it in 1 quarter.
  • Connectus Wealth's Global X Copper Miners ETF NEW position peaked at $417K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.