Oliver Lagore Vanvalin Investment Group’s Global X Copper Miners ETF NEW COPX Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024 Q3	–	Sell	-100	Closed	-$4.51K	–	702
2024 Q2	$4.51K	Hold	100	–	–	﹤0.01%	516
2024 Q1	$4.24K	Sell	100 -34	-25%	-$1.26K	﹤0.01%	534
2023 Q4	$5.03K	Hold	134	–	–	﹤0.01%	523
2023 Q3	$4.88K	Hold	134	–	–	﹤0.01%	558
2023 Q2	$5.04K	Hold	134	–	–	﹤0.01%	563
2023 Q1	$5.19K	Hold	134	–	–	﹤0.01%	479
2022 Q4	$4.75K	Buy	134 +34	+34%	+$1.12K	﹤0.01%	471
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	488
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	462
2022 Q1	$5K	Buy	+100	New	+$4.11K	﹤0.01%	405

Other funds holding COPX

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Oliver Lagore Vanvalin Investment Group's COPX Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2024, closing a stake of 100 shares — an estimated $4.51K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in COPX in Q1 2022 and held it in 10 quarters. The position peaked at $5.19K in Q1 2023. 195 funds tracked by Wall St. Rank hold COPX as of Q3 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Global X Copper Miners ETF NEW position as of Q3 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 100 Global X Copper Miners ETF NEW shares in Q3 2024, an estimated $4.51K.
Oliver Lagore Vanvalin Investment Group first reported a position in Global X Copper Miners ETF NEW in Q1 2022 and held it in 10 quarters.
Oliver Lagore Vanvalin Investment Group's Global X Copper Miners ETF NEW position peaked at $5.19K in Q1 2023.
195 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.