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Perigon Wealth Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Perigon Wealth 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
Q3 		– Sell
-5,482
Closed -$204K – 539
2021
Q2 		$204K Buy
+5,482
New +$217K 0.02% 495

Other funds holding COPX

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perigon Wealth Management's COPX Position: Q3 2021 in Review

Perigon Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2021, closing a stake of 5,482 shares — an estimated $204K sold.

Perigon Wealth Management first reported a position in COPX in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 123 funds tracked by Wall St. Rank hold COPX as of Q3 2021.

  • Perigon Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q3 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 5,482 Global X Copper Miners ETF NEW shares in Q3 2021, an estimated $204K.
  • Perigon Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 1 quarter.
  • Perigon Wealth Management's Global X Copper Miners ETF NEW position peaked at $204K in Q2 2021.
  • 123 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2021.

Based on Perigon Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.