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	–	1044
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%	+$219	﹤0.01%	923
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	930
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	955
2021 Q4	$1K	Sell	17 -2	-11%	-$110	﹤0.01%	1008
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	997
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	945
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	891
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	895
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	856
2020 Q2	$1K	Buy	+19	New	+$595	﹤0.01%	895

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BerganKDV Wealth Management's SCCO Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Southern Copper (SCCO) in Q2 2023, closing a stake of 22 shares — an estimated $1.56K sold.

BerganKDV Wealth Management first reported a position in SCCO in Q2 2020 and held it in 12 quarters. The position peaked at $1.56K in Q1 2023. 501 funds tracked by Wall St. Rank hold SCCO as of Q2 2023.

BerganKDV Wealth Management reported no remaining Southern Copper position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 22 Southern Copper shares in Q2 2023, an estimated $1.56K.
BerganKDV Wealth Management first reported a position in Southern Copper in Q2 2020 and held it in 12 quarters.
BerganKDV Wealth Management's Southern Copper position peaked at $1.56K in Q1 2023.
501 funds tracked by Wall St. Rank held Southern Copper as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.