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Lee Financial’s Global X Copper Miners ETF NEW COPX Stock Holding History

Lee Financial’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
Q4 		– Sell
-480
Closed -$17.5K – 871
2023
Q3 		$17.5K Hold
480
– – ﹤0.01% 321
2023
Q2 		$18.3K Hold
480
– – ﹤0.01% 317
2023
Q1 		$18.6K Hold
480
– – ﹤0.01% 320
2022
Q4 		$17K Hold
480
– – ﹤0.01% 372
2022
Q3 		$14K Hold
480
– – ﹤0.01% 380
2022
Q2 		$15K Hold
480
– – ﹤0.01% 376
2022
Q1 		$22K Hold
480
– – ﹤0.01% 322
2021
Q4 		$18K Hold
480
– – ﹤0.01% 391
2021
Q3 		$16K Buy
480
+240
+100% +$8.7K ﹤0.01% 361
2021
Q2 		$9K Buy
+240
New +$9.48K ﹤0.01% 416

Other funds holding COPX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee Financial's COPX Position: Q4 2023 in Review

Lee Financial sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2023, closing a stake of 480 shares — an estimated $17.5K sold.

Lee Financial first reported a position in COPX in Q2 2021 and held it in 10 quarters. The position peaked at $22K in Q1 2022. 155 funds tracked by Wall St. Rank hold COPX as of Q4 2023.

  • Lee Financial reported no remaining Global X Copper Miners ETF NEW position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 480 Global X Copper Miners ETF NEW shares in Q4 2023, an estimated $17.5K.
  • Lee Financial first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 10 quarters.
  • Lee Financial's Global X Copper Miners ETF NEW position peaked at $22K in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.