AllSquare Wealth Management’s Southern Copper SCCO Stock Holding History

AllSquare 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
2025 Q3	$205K	Sell	1,737 -1	-0.1%	-$98	0.11%	109
2025 Q2	$169K	Hold	1,738	–	–	0.1%	118
2025 Q1	$155K	Hold	1,738	–	–	0.09%	122
2024 Q4	$150K	Sell	1,738 -1	-0.1%	-$100	0.09%	124
2024 Q3	$189K	Hold	1,739	–	–	0.11%	109
2024 Q2	$175K	Hold	1,739	–	–	0.11%	109
2024 Q1	$172K	Hold	1,739	–	–	0.1%	115
2023 Q4	$139K	Hold	1,739	–	–	0.09%	124
2023 Q3	$121K	Hold	1,739	–	–	0.08%	125
2023 Q2	$108K	Hold	1,739	–	–	0.07%	129
2023 Q1	$123K	Hold	1,739	–	–	0.08%	122
2022 Q4	$97.3K	Hold	1,739	–	–	0.07%	137
2022 Q3	$72K	Hold	1,739	–	–	0.05%	154
2022 Q2	$80K	Hold	1,739	–	–	0.05%	154
2022 Q1	$122K	Hold	1,739	–	–	0.07%	129
2021 Q4	$99K	Hold	1,739	–	–	0.06%	150
2021 Q3	$90K	Hold	1,739	–	–	0.05%	159
2021 Q2	$104K	Hold	1,739	–	–	0.06%	152
2021 Q1	$109K	Hold	1,739	–	–	0.07%	137
2020 Q4	$105K	Hold	1,739	–	–	0.07%	136
2020 Q3	$73K	Hold	1,739	–	–	0.05%	153
2020 Q2	$64K	Hold	1,739	–	–	0.05%	157
2020 Q1	$45K	Hold	1,739	–	–	0.04%	171
2019 Q4	$68K	Hold	1,739	–	–	0.05%	154
2019 Q3	$55K	Hold	1,739	–	–	0.04%	174
2019 Q2	$63K	Hold	1,739	–	–	0.05%	164
2019 Q1	$64K	Hold	1,739	–	–	0.05%	160
2018 Q4	$50K	Hold	1,739	–	–	0.04%	163
2018 Q3	$70K	Hold	1,739	–	–	0.05%	145
2018 Q2	$76K	Buy	+1,739	New	+$83.5K	0.06%	138

Other funds holding SCCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllSquare Wealth Management's SCCO Position: Q3 2025 in Review

AllSquare Wealth Management reduced its Southern Copper (SCCO) stake by 0.06% in Q3 2025, selling an estimated $98 and leaving 1,737 shares worth $205K. The position accounts for 0.11% of the portfolio, ranked #109.

AllSquare Wealth Management first reported a position in SCCO in Q2 2018 and has held it in 30 quarters since. 685 funds tracked by Wall St. Rank hold SCCO as of Q3 2025.

AllSquare Wealth Management held 1,737 shares of Southern Copper worth $205K as of Q3 2025.
AllSquare Wealth Management sold 1 Southern Copper share in Q3 2025, an estimated $98.
Southern Copper made up 0.11% of AllSquare Wealth Management's portfolio in Q3 2025, its #109 holding.
AllSquare Wealth Management first reported a position in Southern Copper in Q2 2018 and has held it in 30 quarters since.
685 funds tracked by Wall St. Rank held Southern Copper as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.