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

Williams Jones 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
2022 Q4	–	Sell	-8,900	Closed	-$252K	–	573
2022 Q3	$252K	Sell	8,900 -350	-4%	-$10.3K	﹤0.01%	463
2022 Q2	$281K	Buy	9,250 +2,950	+47%	+$116K	﹤0.01%	466
2022 Q1	$287K	Buy	6,300 +850	+16%	+$34.9K	﹤0.01%	423
2021 Q4	$201K	Buy	+5,450	New	+$200K	﹤0.01%	464

Other funds holding COPX

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Williams Jones Wealth Management's COPX Position: Q4 2022 in Review

Williams Jones Wealth Management sold out of Global X Copper Miners ETF NEW (COPX) in Q4 2022, closing a stake of 8,900 shares — an estimated $252K sold.

Williams Jones Wealth Management first reported a position in COPX in Q4 2021 and held it in 4 quarters. The position peaked at $287K in Q1 2022. 128 funds tracked by Wall St. Rank hold COPX as of Q4 2022.

Williams Jones Wealth Management reported no remaining Global X Copper Miners ETF NEW position as of Q4 2022 after selling out during the quarter.
Williams Jones Wealth Management sold 8,900 Global X Copper Miners ETF NEW shares in Q4 2022, an estimated $252K.
Williams Jones Wealth Management first reported a position in Global X Copper Miners ETF NEW in Q4 2021 and held it in 4 quarters.
Williams Jones Wealth Management's Global X Copper Miners ETF NEW position peaked at $287K in Q1 2022.
128 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2022.

Based on Williams Jones Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.