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Stone House Investment Management’s Global X Copper Miners ETF NEW COPX Stock Holding History

Stone House Investment 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
2023
Q4 		– Sell
-41
Closed -$1.48K – 325
2023
Q3 		$1.48K Buy
41
+1
+3% +$38 ﹤0.01% 277
2023
Q2 		$1.51K Hold
40
– – ﹤0.01% 282
2023
Q1 		$1.55K Buy
+40
New +$1.55K ﹤0.01% 258

Other funds holding COPX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stone House Investment Management's COPX Position: Q4 2023 in Review

Stone House Investment Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2023, closing a stake of 41 shares — an estimated $1.48K sold.

Stone House Investment Management first reported a position in COPX in Q1 2023 and held it in 3 quarters. The position peaked at $1.55K in Q1 2023. 155 funds tracked by Wall St. Rank hold COPX as of Q4 2023.

  • Stone House Investment Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2023 after selling out during the quarter.
  • Stone House Investment Management sold 41 Global X Copper Miners ETF NEW shares in Q4 2023, an estimated $1.48K.
  • Stone House Investment Management first reported a position in Global X Copper Miners ETF NEW in Q1 2023 and held it in 3 quarters.
  • Stone House Investment Management's Global X Copper Miners ETF NEW position peaked at $1.55K in Q1 2023.
  • 155 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2023.

Based on Stone House Investment Management's 13F filing for Q4 2023, filed 31 Jan 2024.