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Joseph P. Lucia & Associates’s Global X Copper Miners ETF NEW COPX Stock Holding History

Joseph P. Lucia & Associates’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
-3,090
Closed -$94K – 163
2022
Q2 		$94K Buy
3,090
+643
+26% +$25.2K 0.07% 147
2022
Q1 		$111K Buy
+2,447
New +$101K 0.07% 148

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

Joseph P. Lucia & Associates's COPX Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2022, closing a stake of 3,090 shares — an estimated $94K sold.

Joseph P. Lucia & Associates first reported a position in COPX in Q1 2022 and held it in 2 quarters. The position peaked at $111K in Q1 2022. 116 funds tracked by Wall St. Rank hold COPX as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Global X Copper Miners ETF NEW position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 3,090 Global X Copper Miners ETF NEW shares in Q3 2022, an estimated $94K.
  • Joseph P. Lucia & Associates first reported a position in Global X Copper Miners ETF NEW in Q1 2022 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Global X Copper Miners ETF NEW position peaked at $111K in Q1 2022.
  • 116 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.