FG
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Formula Growth’s Global X Copper Miners ETF NEW COPX Stock Holding History

Formula Growth’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
Q4 		– Sell
-12,500
Closed -$455K – 132
2023
Q3 		$455K Hold
12,500
– – 0.16% 127
2023
Q2 		$471K Buy
+12,500
New +$480K 0.15% 125

Other funds holding COPX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Formula Growth's COPX Position: Q4 2023 in Review

Formula Growth sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2023, closing a stake of 12,500 shares — an estimated $455K sold.

Formula Growth first reported a position in COPX in Q2 2023 and held it in 2 quarters. The position peaked at $471K in Q2 2023. 155 funds tracked by Wall St. Rank hold COPX as of Q4 2023.

  • Formula Growth reported no remaining Global X Copper Miners ETF NEW position as of Q4 2023 after selling out during the quarter.
  • Formula Growth sold 12,500 Global X Copper Miners ETF NEW shares in Q4 2023, an estimated $455K.
  • Formula Growth first reported a position in Global X Copper Miners ETF NEW in Q2 2023 and held it in 2 quarters.
  • Formula Growth's Global X Copper Miners ETF NEW position peaked at $471K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2023.

Based on Formula Growth's 13F filing for Q4 2023, filed 13 Feb 2024.