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Vahanian & Associates Financial Planning’s Global X Copper Miners ETF NEW COPX Stock Holding History

Vahanian & Associates Financial Planning’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
Q2 		– Sell
-8,480
Closed -$328K – 59
2023
Q1 		$328K Buy
+8,480
New +$328K 0.91% 40

Other funds holding COPX

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vahanian & Associates Financial Planning's COPX Position: Q2 2023 in Review

Vahanian & Associates Financial Planning sold out of Global X Copper Miners ETF NEW (COPX) in Q2 2023, closing a stake of 8,480 shares — an estimated $328K sold.

Vahanian & Associates Financial Planning first reported a position in COPX in Q1 2023 and held it in 1 quarter. The position peaked at $328K in Q1 2023. 157 funds tracked by Wall St. Rank hold COPX as of Q2 2023.

  • Vahanian & Associates Financial Planning reported no remaining Global X Copper Miners ETF NEW position as of Q2 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 8,480 Global X Copper Miners ETF NEW shares in Q2 2023, an estimated $328K.
  • Vahanian & Associates Financial Planning first reported a position in Global X Copper Miners ETF NEW in Q1 2023 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Global X Copper Miners ETF NEW position peaked at $328K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q2 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2023, filed 24 Jul 2023.