Atwood & Palmer’s Southern Copper SCCO Stock Holding History

Atwood & Palmer’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
2022 Q2	–	Sell	-261	Closed	-$18K	–	436
2022 Q1	$18K	Buy	+261	New	+$16.7K	﹤0.01%	326
2021 Q2	–	Sell	-52	Closed	-$3K	–	444
2021 Q1	$3K	Buy	+52	New	+$3.46K	﹤0.01%	416
2015 Q4	–	Sell	-17	Closed	–	–	427
2015 Q3	$0	Hold	17	–	–	﹤0.01%	456
2015 Q2	$0	Buy	+17	New	+$486	﹤0.01%	382
2014 Q4	–	Sell	-327	Closed	-$9K	–	402
2014 Q3	$9K	Buy	+327	New	+$9.74K	﹤0.01%	315

Other funds holding SCCO

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Atwood & Palmer's SCCO Position: Q2 2022 in Review

Atwood & Palmer sold out of Southern Copper (SCCO) in Q2 2022, closing a stake of 261 shares — an estimated $18K sold.

Atwood & Palmer first reported a position in SCCO in Q3 2014 and held it in 5 quarters. The position peaked at $18K in Q1 2022. 446 funds tracked by Wall St. Rank hold SCCO as of Q2 2022.

Atwood & Palmer reported no remaining Southern Copper position as of Q2 2022 after selling out during the quarter.
Atwood & Palmer sold 261 Southern Copper shares in Q2 2022, an estimated $18K.
Atwood & Palmer first reported a position in Southern Copper in Q3 2014 and held it in 5 quarters.
Atwood & Palmer's Southern Copper position peaked at $18K in Q1 2022.
446 funds tracked by Wall St. Rank held Southern Copper as of Q2 2022.

Based on Atwood & Palmer's 13F filing for Q2 2022, filed 21 Jul 2022.