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Axxcess Wealth Management’s Southern Copper SCCO Stock Holding History

Axxcess 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
2023
Q4 		– Sell
-5,522
Closed -$381K – 921
2023
Q3 		$381K Buy
+5,522
New +$399K 0.01% 539
2022
Q4 		– Sell
-5,791
Closed -$238K – 672
2022
Q3 		$238K Buy
+5,791
New +$253K 0.02% 454
2022
Q2 		– Sell
-6,810
Closed -$473K – 640
2022
Q1 		$473K Sell
6,810
-2,034
-23% -$129K 0.04% 367
2021
Q4 		$500K Buy
+8,844
New +$488K 0.04% 362

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $3.38T AUM 44.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Axxcess Wealth Management's SCCO Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Southern Copper (SCCO) in Q4 2023, closing a stake of 5,522 shares — an estimated $381K sold.

Axxcess Wealth Management first reported a position in SCCO in Q4 2021 and held it in 4 quarters. The position peaked at $500K in Q4 2021. 534 funds tracked by Wall St. Rank hold SCCO as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Southern Copper position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,522 Southern Copper shares in Q4 2023, an estimated $381K.
  • Axxcess Wealth Management first reported a position in Southern Copper in Q4 2021 and held it in 4 quarters.
  • Axxcess Wealth Management's Southern Copper position peaked at $500K in Q4 2021.
  • 534 funds tracked by Wall St. Rank held Southern Copper as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.