Question 1

How many shares of COPX does Williams Jones Wealth Management, LLC. own?

Accepted Answer

Williams Jones Wealth Management, LLC. previously held 0 shares of COPX (GLOBAL X FDS) before exiting the position in 2022-Q4.

Question 2

What is Williams Jones Wealth Management, LLC.'s COPX position worth?

Accepted Answer

Williams Jones Wealth Management, LLC.'s COPX position was last reported at $0 in 2022-Q4 before the exit.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling COPX?

Accepted Answer

In 2022-Q4, Williams Jones Wealth Management, LLC. exited their COPX position entirely (-100.0% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy COPX?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in COPX in 2021-Q4. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$33.05	0
2022-Q3	Decreased	8,900	-3.8%	$252,000	0.0%	$26.15	0
2022-Q2	Increased	9,250	+46.8%	$281,000	0.0%	$28.67	32
2022-Q1	Increased	6,300	+15.6%	$287,000	0.0%	$41.44	27
2021-Q4	New	5,450	-	$201,000	0.0%	$33.07	32

COPX5 quarters

COPX
5 quarters