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Carolinas Wealth Consulting’s Southern Copper SCCO Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-108
Closed -$9.21K – 1080
2024
Q4 		$9.21K Buy
108
+2
+2% +$200 ﹤0.01% 556
2024
Q3 		$11.5K Buy
+106
New +$10.4K ﹤0.01% 546

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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's SCCO Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Southern Copper (SCCO) in Q1 2025, closing a stake of 108 shares — an estimated $9.21K sold.

Carolinas Wealth Consulting first reported a position in SCCO in Q3 2024 and held it in 2 quarters. The position peaked at $11.5K in Q3 2024. 631 funds tracked by Wall St. Rank hold SCCO as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Southern Copper position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 108 Southern Copper shares in Q1 2025, an estimated $9.21K.
  • Carolinas Wealth Consulting first reported a position in Southern Copper in Q3 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Southern Copper position peaked at $11.5K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Southern Copper as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.