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Jacobi Capital Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-581
Closed -$20K – 586
2021
Q3 		$20K Buy
581
+1
+0.2% +$36 ﹤0.01% 869
2021
Q2 		$22K Buy
580
+280
+93% +$11.1K ﹤0.01% 809
2021
Q1 		$11K Buy
+300
New +$10.4K ﹤0.01% 947

Other funds holding COPX

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jacobi Capital Management's COPX Position: Q4 2021 in Review

Jacobi Capital Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2021, closing a stake of 581 shares — an estimated $20K sold.

Jacobi Capital Management first reported a position in COPX in Q1 2021 and held it in 3 quarters. The position peaked at $22K in Q2 2021. 134 funds tracked by Wall St. Rank hold COPX as of Q4 2021.

  • Jacobi Capital Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 581 Global X Copper Miners ETF NEW shares in Q4 2021, an estimated $20K.
  • Jacobi Capital Management first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and held it in 3 quarters.
  • Jacobi Capital Management's Global X Copper Miners ETF NEW position peaked at $22K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.