BTR Capital Management’s Southern Copper SCCO Stock Holding History

BTR Capital 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
2022 Q2	–	Sell	-4,590	Closed	-$323K	–	165
2022 Q1	$323K	Buy	4,590 +868	+23%	+$55.6K	0.04%	140
2021 Q4	$213K	Sell	3,722 -701	-16%	-$39.1K	0.02%	166
2021 Q3	$230K	Buy	4,423 +890	+25%	+$51.5K	0.03%	154
2021 Q2	$211K	Buy	+3,533	New	+$230K	0.03%	164

Other funds holding SCCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

BTR Capital Management's SCCO Position: Q2 2022 in Review

BTR Capital Management sold out of Southern Copper (SCCO) in Q2 2022, closing a stake of 4,590 shares — an estimated $323K sold.

BTR Capital Management first reported a position in SCCO in Q2 2021 and held it in 4 quarters. The position peaked at $323K in Q1 2022. 446 funds tracked by Wall St. Rank hold SCCO as of Q2 2022.

BTR Capital Management reported no remaining Southern Copper position as of Q2 2022 after selling out during the quarter.
BTR Capital Management sold 4,590 Southern Copper shares in Q2 2022, an estimated $323K.
BTR Capital Management first reported a position in Southern Copper in Q2 2021 and held it in 4 quarters.
BTR Capital Management's Southern Copper position peaked at $323K in Q1 2022.
446 funds tracked by Wall St. Rank held Southern Copper as of Q2 2022.

Based on BTR Capital Management's 13F filing for Q2 2022, filed 12 Jul 2022.