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Impact Partnership Wealth’s United States Copper Index Fund CPER Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-191
Closed -$4.4K – 879
2023
Q3 		$4.4K Hold
191
– – ﹤0.01% 708
2023
Q2 		$4.43K Buy
+191
New +$4.51K ﹤0.01% 519

Other funds holding CPER

BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Impact Partnership Wealth's CPER Position: Q4 2023 in Review

Impact Partnership Wealth sold out of United States Copper Index Fund (CPER) in Q4 2023, closing a stake of 191 shares — an estimated $4.4K sold.

Impact Partnership Wealth first reported a position in CPER in Q2 2023 and held it in 2 quarters. The position peaked at $4.43K in Q2 2023. 47 funds tracked by Wall St. Rank hold CPER as of Q4 2023.

  • Impact Partnership Wealth reported no remaining United States Copper Index Fund position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 191 United States Copper Index Fund shares in Q4 2023, an estimated $4.4K.
  • Impact Partnership Wealth first reported a position in United States Copper Index Fund in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's United States Copper Index Fund position peaked at $4.43K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.