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Consolidated Portfolio Review Corp’s Global X Copper Miners ETF NEW COPX Stock Holding History

Consolidated Portfolio Review Corp’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
2023
Q3 		– Sell
-5,741
Closed -$216K – 315
2023
Q2 		$216K Buy
+5,741
New +$221K 0.05% 288

Other funds holding COPX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Consolidated Portfolio Review Corp's COPX Position: Q3 2023 in Review

Consolidated Portfolio Review Corp sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2023, closing a stake of 5,741 shares — an estimated $216K sold.

Consolidated Portfolio Review Corp first reported a position in COPX in Q2 2023 and held it in 1 quarter. The position peaked at $216K in Q2 2023. 149 funds tracked by Wall St. Rank hold COPX as of Q3 2023.

  • Consolidated Portfolio Review Corp reported no remaining Global X Copper Miners ETF NEW position as of Q3 2023 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 5,741 Global X Copper Miners ETF NEW shares in Q3 2023, an estimated $216K.
  • Consolidated Portfolio Review Corp first reported a position in Global X Copper Miners ETF NEW in Q2 2023 and held it in 1 quarter.
  • Consolidated Portfolio Review Corp's Global X Copper Miners ETF NEW position peaked at $216K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q3 2023, filed 13 Nov 2023.