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Patriot Financial Group Insurance Agency’s Global X Copper Miners ETF NEW COPX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-17
Closed -$1K – 702
2022
Q2 		$1K Buy
+17
New +$667 ﹤0.01% 1872

Other funds holding COPX

AS
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PF
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's COPX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2022, closing a stake of 17 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in COPX in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 116 funds tracked by Wall St. Rank hold COPX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Global X Copper Miners ETF NEW position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 17 Global X Copper Miners ETF NEW shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Global X Copper Miners ETF NEW in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Global X Copper Miners ETF NEW position peaked at $1K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.