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Cary Street Partners Investment Advisory’s Southern Copper SCCO Stock Holding History

Cary Street Partners 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
2023
Q4 		– Sell
-32
Closed -$2.26K – 1596
2023
Q3 		$2.26K Hold
32
– – ﹤0.01% 1641
2023
Q2 		$2.15K Hold
32
– – ﹤0.01% 1577
2023
Q1 		$2.29K Hold
32
– – ﹤0.01% 1481
2022
Q4 		$1.81K Buy
+32
New +$1.63K ﹤0.01% 1523

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCCO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Southern Copper (SCCO) in Q4 2023, closing a stake of 32 shares — an estimated $2.26K sold.

Cary Street Partners Investment Advisory first reported a position in SCCO in Q4 2022 and held it in 4 quarters. The position peaked at $2.29K in Q1 2023. 534 funds tracked by Wall St. Rank hold SCCO as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Southern Copper position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 32 Southern Copper shares in Q4 2023, an estimated $2.26K.
  • Cary Street Partners Investment Advisory first reported a position in Southern Copper in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Southern Copper position peaked at $2.29K in Q1 2023.
  • 534 funds tracked by Wall St. Rank held Southern Copper as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.