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Optimum Investment Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Optimum Investment Advisors’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
Q1 		– Sell
-300
Closed -$11K – 842
2021
Q4 		$11K Hold
300
– – ﹤0.01% 670
2021
Q3 		$10K Hold
300
– – ﹤0.01% 679
2021
Q2 		$11K Hold
300
– – ﹤0.01% 736
2021
Q1 		$11K Sell
300
-3,225
-91% -$112K ﹤0.01% 751
2020
Q4 		$107K Buy
+3,525
New +$88.1K 0.03% 341

Other funds holding COPX

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Optimum Investment Advisors's COPX Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Global X Copper Miners ETF NEW (COPX) in Q1 2022, closing a stake of 300 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in COPX in Q4 2020 and held it in 5 quarters. The position peaked at $107K in Q4 2020. 138 funds tracked by Wall St. Rank hold COPX as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Global X Copper Miners ETF NEW position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 300 Global X Copper Miners ETF NEW shares in Q1 2022, an estimated $11K.
  • Optimum Investment Advisors first reported a position in Global X Copper Miners ETF NEW in Q4 2020 and held it in 5 quarters.
  • Optimum Investment Advisors's Global X Copper Miners ETF NEW position peaked at $107K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.