BerganKDV Wealth Management’s Southern Copper SCCO Stock Holding History

BerganKDV 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 Q2	–	Sell	-22	Closed	-$1.56K	–	1050
2023 Q1	$1.56K	Hold	22	–	–	﹤0.01%	859
2022 Q4	$1.23K	Hold	22	–	–	﹤0.01%	855
2022 Q3	$1K	Buy	22 +5	+29%	+$221	﹤0.01%	923
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	930
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	955
2021 Q4	$1K	Sell	17 -1	-6%	-$56	﹤0.01%	1008
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	997
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	945
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	891
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	895
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	856
2020 Q2	$1K	Buy	+18	New	+$570	﹤0.01%	895

Other funds holding SCCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fisher Asset Management

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

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

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

T. Rowe Price Associates

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

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

Fidelity International

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return