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Private Advisory Group’s Global X Copper Miners ETF NEW COPX Stock Holding History

Private Advisory 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
Q1 		– Sell
-6,137
Closed -$230K – 184
2023
Q4 		$230K Hold
6,137
– – 0.04% 180
2023
Q3 		$223K Hold
6,137
– – 0.04% 186
2023
Q2 		$231K Hold
6,137
– – 0.05% 194
2023
Q1 		$238K Hold
6,137
– – 0.05% 183
2022
Q4 		$217K Buy
+6,137
New +$201K 0.05% 181

Other funds holding COPX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Advisory Group's COPX Position: Q1 2024 in Review

Private Advisory Group sold out of Global X Copper Miners ETF NEW (COPX) in Q1 2024, closing a stake of 6,137 shares — an estimated $230K sold.

Private Advisory Group first reported a position in COPX in Q4 2022 and held it in 5 quarters. The position peaked at $238K in Q1 2023. 165 funds tracked by Wall St. Rank hold COPX as of Q1 2024.

  • Private Advisory Group reported no remaining Global X Copper Miners ETF NEW position as of Q1 2024 after selling out during the quarter.
  • Private Advisory Group sold 6,137 Global X Copper Miners ETF NEW shares in Q1 2024, an estimated $230K.
  • Private Advisory Group first reported a position in Global X Copper Miners ETF NEW in Q4 2022 and held it in 5 quarters.
  • Private Advisory Group's Global X Copper Miners ETF NEW position peaked at $238K in Q1 2023.
  • 165 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q1 2024.

Based on Private Advisory Group's 13F filing for Q1 2024, filed 14 May 2024.