Fidelity Investments
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Fidelity Investments’s United States Copper Index Fund CPER Stock Holding History

Fidelity Investments’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$24 – 5412
2023
Q4 		$24 Buy
+1
New +$23 ﹤0.01% 5169
2022
Q3 		– Sell
-260
Closed -$6K – 4911
2022
Q2 		$6K Sell
260
-1,583
-86% -$41.5K ﹤0.01% 4243
2022
Q1 		$53K Buy
1,843
+1,621
+730% +$44.9K ﹤0.01% 3664
2021
Q4 		$6K Hold
222
– – ﹤0.01% 3746
2021
Q3 		$6K Sell
222
-17
-7% -$448 ﹤0.01% 3730
2021
Q2 		$6K Buy
+239
New +$6.49K ﹤0.01% 3669

Other funds holding CPER

BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
OFW
Omnia Family Wealth Aventura, Florida $373M AUM 25.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's CPER Position: Q1 2024 in Review

Fidelity Investments sold out of United States Copper Index Fund (CPER) in Q1 2024, closing a stake of 1 share — an estimated $24 sold.

Fidelity Investments first reported a position in CPER in Q2 2021 and held it in 6 quarters. The position peaked at $53K in Q1 2022. 50 funds tracked by Wall St. Rank hold CPER as of Q1 2024.

  • Fidelity Investments reported no remaining United States Copper Index Fund position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 United States Copper Index Fund share in Q1 2024, an estimated $24.
  • Fidelity Investments first reported a position in United States Copper Index Fund in Q2 2021 and held it in 6 quarters.
  • Fidelity Investments's United States Copper Index Fund position peaked at $53K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.