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Financial Advocates Investment Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-6,812
Closed -$207K – 763
2022
Q2 		$207K Buy
6,812
+78
+1% +$3.06K 0.02% 614
2022
Q1 		$306K Sell
6,734
-916
-12% -$37.7K 0.02% 571
2021
Q4 		$282K Sell
7,650
-1,189
-13% -$43.5K 0.02% 646
2021
Q3 		$302K Sell
8,839
-95
-1% -$3.44K 0.02% 611
2021
Q2 		$332K Buy
+8,934
New +$353K 0.02% 585

Other funds holding COPX

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's COPX Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2022, closing a stake of 6,812 shares — an estimated $207K sold.

Financial Advocates Investment Management first reported a position in COPX in Q2 2021 and held it in 5 quarters. The position peaked at $332K in Q2 2021. 116 funds tracked by Wall St. Rank hold COPX as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining Global X Copper Miners ETF NEW position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,812 Global X Copper Miners ETF NEW shares in Q3 2022, an estimated $207K.
  • Financial Advocates Investment Management first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 5 quarters.
  • Financial Advocates Investment Management's Global X Copper Miners ETF NEW position peaked at $332K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.