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Ferris Capital’s Global X Copper Miners ETF NEW COPX Stock Holding History

Ferris Capital’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 		$1.3M Hold
28,480
– – 0.3% 73
2021
Q4 		$1.05M Hold
28,480
– – 0.23% 91
2021
Q3 		$1.06M Buy
+28,480
New +$1.03M 0.23% 92

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 $20.6B AUM 59.59% 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

Ferris Capital's COPX Position: Q1 2022 in Review

Ferris Capital held its Global X Copper Miners ETF NEW (COPX) position steady in Q1 2022 at 28,480 shares worth $1.3M. The position accounts for 0.3% of the portfolio, ranked #73.

Ferris Capital first reported a position in COPX in Q3 2021 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold COPX as of Q1 2022.

  • Ferris Capital held 28,480 shares of Global X Copper Miners ETF NEW worth $1.3M as of Q1 2022.
  • Ferris Capital left its Global X Copper Miners ETF NEW share count unchanged in Q1 2022.
  • Global X Copper Miners ETF NEW made up 0.3% of Ferris Capital's portfolio in Q1 2022, its #73 holding.
  • Ferris Capital first reported a position in Global X Copper Miners ETF NEW in Q3 2021 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.