Occidental Asset Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Occidental Asset 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	-19,476	Closed	-$666K	–	211
2021 Q3	$666K	Buy	19,476 +103	+0.5%	+$3.73K	0.17%	125
2021 Q2	$720K	Buy	19,373 +1,068	+6%	+$42.2K	0.19%	118
2021 Q1	$651K	Buy	+18,305	New	+$637K	0.19%	116

Other funds holding COPX

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Occidental Asset Management's COPX Position: Q4 2021 in Review

Occidental Asset Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2021, closing a stake of 19,476 shares — an estimated $666K sold.

Occidental Asset Management first reported a position in COPX in Q1 2021 and held it in 3 quarters. The position peaked at $720K in Q2 2021. 134 funds tracked by Wall St. Rank hold COPX as of Q4 2021.

Occidental Asset Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2021 after selling out during the quarter.
Occidental Asset Management sold 19,476 Global X Copper Miners ETF NEW shares in Q4 2021, an estimated $666K.
Occidental Asset Management first reported a position in Global X Copper Miners ETF NEW in Q1 2021 and held it in 3 quarters.
Occidental Asset Management's Global X Copper Miners ETF NEW position peaked at $720K in Q2 2021.
134 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2021.

Based on Occidental Asset Management's 13F filing for Q4 2021, filed 1 Feb 2022.