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Windsor Creek Advisors’s Global X Copper Miners ETF NEW COPX Stock Holding History

Windsor Creek Advisors’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
2021
Q4 		$756K Hold
21,124
– – 0.23% 87
2021
Q3 		$722K Hold
21,124
– – 0.21% 95
2021
Q2 		$785K Buy
+21,124
New +$835K 0.2% 106

Other funds holding COPX

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Windsor Creek Advisors's COPX Position: Q4 2021 in Review

Windsor Creek Advisors held its Global X Copper Miners ETF NEW (COPX) position steady in Q4 2021 at 21,124 shares worth $756K. The position accounts for 0.23% of the portfolio, ranked #87.

Windsor Creek Advisors first reported a position in COPX in Q2 2021 and has held it in 3 quarters since. The position peaked at $785K in Q2 2021. 134 funds tracked by Wall St. Rank hold COPX as of Q4 2021.

  • Windsor Creek Advisors held 21,124 shares of Global X Copper Miners ETF NEW worth $756K as of Q4 2021.
  • Windsor Creek Advisors left its Global X Copper Miners ETF NEW share count unchanged in Q4 2021.
  • Global X Copper Miners ETF NEW made up 0.23% of Windsor Creek Advisors's portfolio in Q4 2021, its #87 holding.
  • Windsor Creek Advisors first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and has held it in 3 quarters since.
  • Windsor Creek Advisors's Global X Copper Miners ETF NEW position peaked at $785K in Q2 2021.
  • 134 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q4 2021.

Based on Windsor Creek Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.