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Atria Wealth Solutions’s Southern Copper SCCO Stock Holding History

Atria Wealth Solutions’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
2024
Q4 		– Sell
-2,278
Closed -$245K – 2079
2024
Q3 		$245K Sell
2,278
-838
-27% -$81.5K ﹤0.01% 1643
2024
Q2 		$311K Buy
3,116
+603
+24% +$63.4K ﹤0.01% 1485
2024
Q1 		$245K Buy
+2,513
New +$198K ﹤0.01% 1692
2022
Q4 		– Sell
-4,898
Closed -$201K – 1871
2022
Q3 		$201K Buy
+4,898
New +$214K ﹤0.01% 1554
2022
Q2 		– Sell
-10,319
Closed -$717K – 1860
2022
Q1 		$717K Buy
+10,319
New +$653K 0.01% 879

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atria Wealth Solutions's SCCO Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Southern Copper (SCCO) in Q4 2024, closing a stake of 2,278 shares — an estimated $245K sold.

Atria Wealth Solutions first reported a position in SCCO in Q1 2022 and held it in 5 quarters. The position peaked at $717K in Q1 2022. 631 funds tracked by Wall St. Rank hold SCCO as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Southern Copper position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,278 Southern Copper shares in Q4 2024, an estimated $245K.
  • Atria Wealth Solutions first reported a position in Southern Copper in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Southern Copper position peaked at $717K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held Southern Copper as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.