Avantax Advisory Services’s Southern Copper SCCO Stock Holding History

Avantax Advisory Services’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 Q2	$914K	Buy	9,370 +682	+8%	+$60K	0.01%	1220
2025 Q1	$775K	Sell	8,688 -232	-3%	-$20.8K	﹤0.01%	1223
2024 Q4	$770K	Sell	8,920 -391	-4%	-$39.1K	﹤0.01%	1180
2024 Q3	$1.01M	Sell	9,311 -5,113	-35%	-$503K	0.01%	1010
2024 Q2	$1.46M	Sell	14,424 -433	-3%	-$46.1K	0.01%	792
2024 Q1	$1.47M	Sell	14,857 -6,644	-31%	-$531K	0.01%	633
2023 Q4	$1.72M	Sell	21,501 -13,693	-39%	-$953K	0.02%	550
2023 Q3	$2.46M	Sell	35,194 -215	-0.6%	-$15.7K	0.03%	403
2023 Q2	$2.35M	Buy	35,409 +18,742	+112%	+$1.28M	0.03%	410
2023 Q1	$1.18M	Sell	16,667 -5,734	-26%	-$390K	0.01%	605
2022 Q4	$1.25M	Buy	22,401 +5,813	+35%	+$297K	0.02%	550
2022 Q3	$690K	Buy	16,588 +2,967	+22%	+$131K	0.01%	659
2022 Q2	$629K	Buy	13,621 +2,113	+18%	+$122K	0.01%	691
2022 Q1	$809K	Buy	11,508 +2,140	+23%	+$137K	0.01%	614
2021 Q4	$536K	Buy	9,368 +1,050	+13%	+$58.6K	0.01%	740
2021 Q3	$434K	Sell	8,318 -171	-2%	-$9.9K	0.01%	767
2021 Q2	$508K	Buy	8,489 +4,070	+92%	+$264K	0.01%	706
2021 Q1	$278K	Buy	+4,419	New	+$294K	0.01%	838
2020 Q4	–	Sell	-6,937	Closed	-$291K	–	1289
2020 Q3	$291K	Buy	+6,937	New	+$288K	﹤0.01%	1037

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Avantax Advisory Services's SCCO Position: Q2 2025 in Review

Avantax Advisory Services increased its Southern Copper (SCCO) stake by 7.8% in Q2 2025, buying an estimated $60K and bringing the position to 9,370 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #1220.

Avantax Advisory Services first reported a position in SCCO in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.46M in Q3 2023. 656 funds tracked by Wall St. Rank hold SCCO as of Q2 2025.

Avantax Advisory Services held 9,370 shares of Southern Copper worth $914K as of Q2 2025.
Avantax Advisory Services bought 682 Southern Copper shares in Q2 2025, an estimated $60K.
Southern Copper made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1220 holding.
Avantax Advisory Services first reported a position in Southern Copper in Q3 2020 and has held it in 19 quarters since.
Avantax Advisory Services's Southern Copper position peaked at $2.46M in Q3 2023.
656 funds tracked by Wall St. Rank held Southern Copper as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.