AWM
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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
-5,456
Closed -$381K – 921
2023
Q3 		$381K Buy
+5,456
New +$399K 0.01% 539
2022
Q4 		– Sell
-5,723
Closed -$238K – 672
2022
Q3 		$238K Buy
+5,723
New +$253K 0.02% 454
2022
Q2 		– Sell
-6,729
Closed -$473K – 642
2022
Q1 		$473K Sell
6,729
-2,010
-23% -$129K 0.04% 367
2021
Q4 		$500K Buy
+8,739
New +$488K 0.04% 362

Other funds holding SCCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return