GEM
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Global Endowment Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Global Endowment 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
-21,360
Closed -$649K – 112
2022
Q2 		$649K Hold
21,360
– – 0.06% 100
2022
Q1 		$972K Hold
21,360
– – 0.07% 90
2021
Q4 		$788K Buy
21,360
+4,060
+23% +$149K 0.06% 92
2021
Q3 		$592K Hold
17,300
– – 0.04% 94
2021
Q2 		$643K Buy
+17,300
New +$684K 0.04% 96

Other funds holding COPX

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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 $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

Global Endowment Management's COPX Position: Q3 2022 in Review

Global Endowment Management sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2022, closing a stake of 21,360 shares — an estimated $649K sold.

Global Endowment Management first reported a position in COPX in Q2 2021 and held it in 5 quarters. The position peaked at $972K in Q1 2022. 116 funds tracked by Wall St. Rank hold COPX as of Q3 2022.

  • Global Endowment Management reported no remaining Global X Copper Miners ETF NEW position as of Q3 2022 after selling out during the quarter.
  • Global Endowment Management sold 21,360 Global X Copper Miners ETF NEW shares in Q3 2022, an estimated $649K.
  • Global Endowment Management first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 5 quarters.
  • Global Endowment Management's Global X Copper Miners ETF NEW position peaked at $972K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2022.

Based on Global Endowment Management's 13F filing for Q3 2022, filed 14 Nov 2022.