Keel Point’s Global X Copper Miners ETF NEW COPX Stock Holding History

Keel Point’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 Q3	–	Sell	-10,418	Closed	-$392K	–	324
2023 Q2	$392K	Buy	10,418 +249	+2%	+$9.56K	0.05%	200
2023 Q1	$394K	Buy	+10,169	New	+$394K	0.06%	193

Other funds holding COPX

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Keel Point's COPX Position: Q3 2023 in Review

Keel Point sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2023, closing a stake of 10,418 shares — an estimated $392K sold.

Keel Point first reported a position in COPX in Q1 2023 and held it in 2 quarters. The position peaked at $394K in Q1 2023. 149 funds tracked by Wall St. Rank hold COPX as of Q3 2023.

Keel Point reported no remaining Global X Copper Miners ETF NEW position as of Q3 2023 after selling out during the quarter.
Keel Point sold 10,418 Global X Copper Miners ETF NEW shares in Q3 2023, an estimated $392K.
Keel Point first reported a position in Global X Copper Miners ETF NEW in Q1 2023 and held it in 2 quarters.
Keel Point's Global X Copper Miners ETF NEW position peaked at $394K in Q1 2023.
149 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2023.

Based on Keel Point's 13F filing for Q3 2023, filed 26 Oct 2023.