Baystate Wealth Management’s Southern Copper SCCO Stock Holding History

Baystate 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	$3.42K	Hold	43	–	–	﹤0.01%	961
2023 Q3	$2.96K	Buy	43 +2	+5%	+$144	﹤0.01%	757
2023 Q2	$2.78K	Hold	41	–	–	﹤0.01%	803
2023 Q1	$2.92K	Buy	41 +1	+3%	+$67	﹤0.01%	776
2022 Q4	$2K	Hold	40	–	–	﹤0.01%	810
2022 Q3	$2K	Buy	40 +1	+3%	+$44	﹤0.01%	766
2022 Q2	$2K	Hold	39	–	–	﹤0.01%	782
2022 Q1	$3K	Buy	39 +1	+3%	+$63	﹤0.01%	723
2021 Q4	$2K	Buy	38 +1	+3%	+$55	﹤0.01%	776
2021 Q3	$2K	Hold	37	–	–	﹤0.01%	700
2021 Q2	$2K	Hold	37	–	–	﹤0.01%	671
2021 Q1	$2K	Buy	37 +1	+3%	+$66	﹤0.01%	608
2020 Q4	$2K	Sell	36 -1	-3%	-$51	﹤0.01%	581
2020 Q3	$2K	Buy	37 +1	+3%	+$41	﹤0.01%	549
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	622
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	569
2019 Q4	$1K	Buy	36 +1	+3%	+$34	﹤0.01%	594
2019 Q3	$1K	Buy	35 +1	+3%	+$31	﹤0.01%	550
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	601
2019 Q1	$1K	Buy	34 +1	+3%	+$32	﹤0.01%	616
2018 Q4	$1K	Hold	33	–	–	﹤0.01%	623
2018 Q3	$1K	Hold	33	–	–	﹤0.01%	636
2018 Q2	$1K	Hold	33	–	–	﹤0.01%	648
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	519
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	516
2017 Q3	$1K	Hold	33	–	–	﹤0.01%	587
2017 Q2	$1K	Hold	33	–	–	﹤0.01%	619
2017 Q1	$1K	Buy	+33	New	+$1.1K	﹤0.01%	584

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

Baystate Wealth Management held its Southern Copper (SCCO) position steady in Q4 2023 at 43 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Baystate Wealth Management first reported a position in SCCO in Q1 2017 and has held it in 28 quarters since. 534 funds tracked by Wall St. Rank hold SCCO as of Q4 2023.

Baystate Wealth Management held 43 shares of Southern Copper worth $3.42K as of Q4 2023.
Baystate Wealth Management left its Southern Copper share count unchanged in Q4 2023.
Southern Copper made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #961 holding.
Baystate Wealth Management first reported a position in Southern Copper in Q1 2017 and has held it in 28 quarters since.
534 funds tracked by Wall St. Rank held Southern Copper as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.