VWM
COPX icon

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

Venturi 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
2024
Q4 		– Sell
-100
Closed -$4.73K – 1950
2024
Q3 		$4.73K Buy
+100
New +$4.31K ﹤0.01% 1437

Other funds holding COPX

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Venturi Wealth Management's COPX Position: Q4 2024 in Review

Venturi Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2024, closing a stake of 100 shares — an estimated $4.73K sold.

Venturi Wealth Management first reported a position in COPX in Q3 2024 and held it in 1 quarter. The position peaked at $4.73K in Q3 2024. 193 funds tracked by Wall St. Rank hold COPX as of Q4 2024.

  • Venturi Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 100 Global X Copper Miners ETF NEW shares in Q4 2024, an estimated $4.73K.
  • Venturi Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Global X Copper Miners ETF NEW position peaked at $4.73K in Q3 2024.
  • 193 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.