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WMS Partners’s Global X Copper Miners ETF NEW COPX Stock Holding History

WMS Partners’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
Q3 		– Sell
-9,550
Closed -$355K – 284
2021
Q2 		$355K Buy
+9,550
New +$377K 0.05% 180

Other funds holding COPX

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMS Partners's COPX Position: Q3 2021 in Review

WMS Partners sold out of Global X Copper Miners ETF NEW (COPX) in Q3 2021, closing a stake of 9,550 shares — an estimated $355K sold.

WMS Partners first reported a position in COPX in Q2 2021 and held it in 1 quarter. The position peaked at $355K in Q2 2021. 123 funds tracked by Wall St. Rank hold COPX as of Q3 2021.

  • WMS Partners reported no remaining Global X Copper Miners ETF NEW position as of Q3 2021 after selling out during the quarter.
  • WMS Partners sold 9,550 Global X Copper Miners ETF NEW shares in Q3 2021, an estimated $355K.
  • WMS Partners first reported a position in Global X Copper Miners ETF NEW in Q2 2021 and held it in 1 quarter.
  • WMS Partners's Global X Copper Miners ETF NEW position peaked at $355K in Q2 2021.
  • 123 funds tracked by Wall St. Rank held Global X Copper Miners ETF NEW as of Q3 2021.

Based on WMS Partners's 13F filing for Q3 2021, filed 12 Nov 2021.