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Cape Investment Advisory’s Southern Copper SCCO Stock Holding History

Cape Investment Advisory’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
2025
Q3 		– Sell
-356
Closed -$34.3K – 1127
2025
Q2 		$34.3K Buy
356
+68
+24% +$5.91K 0.01% 420
2025
Q1 		$25.4K Sell
288
-115
-29% -$10.2K 0.01% 437
2024
Q4 		$34.3K Sell
403
-96
-19% -$9.47K 0.01% 395
2024
Q3 		$53.7K Sell
499
-13
-3% -$1.26K 0.02% 313
2024
Q2 		$51.1K Sell
512
-49
-9% -$5.15K 0.02% 290
2024
Q1 		$54.7K Buy
561
+1
+0.2% +$79 0.03% 297
2023
Q4 		$44.1K Buy
560
+75
+15% +$5.16K 0.02% 370
2023
Q3 		$33.4K Buy
485
+129
+36% +$9.31K 0.02% 359
2023
Q2 		$23.4K Sell
356
-685
-66% -$46.2K 0.01% 414
2023
Q1 		$72.7K Buy
+1,041
New +$69.9K 0.04% 223

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cape Investment Advisory's SCCO Position: Q3 2025 in Review

Cape Investment Advisory sold out of Southern Copper (SCCO) in Q3 2025, closing a stake of 356 shares — an estimated $34.3K sold.

Cape Investment Advisory first reported a position in SCCO in Q1 2023 and held it in 10 quarters. The position peaked at $72.7K in Q1 2023. 687 funds tracked by Wall St. Rank hold SCCO as of Q3 2025.

  • Cape Investment Advisory reported no remaining Southern Copper position as of Q3 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 356 Southern Copper shares in Q3 2025, an estimated $34.3K.
  • Cape Investment Advisory first reported a position in Southern Copper in Q1 2023 and held it in 10 quarters.
  • Cape Investment Advisory's Southern Copper position peaked at $72.7K in Q1 2023.
  • 687 funds tracked by Wall St. Rank held Southern Copper as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.