AWM
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Affinity Wealth Management’s Southern Copper SCCO Stock Holding History

Affinity Wealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.19M Buy
24,625
+633
+3% +$116K 0.64% 33
2025
Q4 		$3.38M Buy
+23,992
New +$3.18M 0.48% 37
2023
Q2 		– Sell
-4,676
Closed -$331K – 113
2023
Q1 		$331K Buy
4,676
+362
+8% +$24.6K 0.08% 80
2022
Q4 		$242K Buy
+4,314
New +$220K 0.06% 88
2022
Q3 		– Sell
-4,600
Closed -$211K – 102
2022
Q2 		$211K Buy
4,600
+1
+0% +$58 0.05% 94
2022
Q1 		$318K Buy
+4,599
New +$295K 0.06% 80

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return