Clearstead Advisors’s Southern Copper SCCO Stock Holding History

Clearstead Advisors’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
2026 Q1	$25K	Sell	146 -60	-29%	-$11K	﹤0.01%	1405
2025 Q4	$28.9K	Sell	206 -43	-17%	-$5.69K	﹤0.01%	1597
2025 Q3	$29.3K	Hold	249	–	–	﹤0.01%	1472
2025 Q2	$24.3K	Sell	249 -29	-10%	-$2.55K	﹤0.01%	1540
2025 Q1	$24.8K	Hold	278	–	–	﹤0.01%	1360
2024 Q4	$24K	Buy	278 +10	+4%	+$999	﹤0.01%	1330
2024 Q3	$29.1K	Buy	268 +1	+0.4%	+$98	﹤0.01%	1329
2024 Q2	$27K	Sell	267 -2	-0.7%	-$213	﹤0.01%	1297
2024 Q1	$30.1K	Sell	269 -22	-8%	-$1.76K	﹤0.01%	871
2023 Q4	$23.3K	Sell	291 -242	-45%	-$16.8K	﹤0.01%	914
2023 Q3	$37.2K	Buy	533 +330	+163%	+$24.1K	﹤0.01%	929
2023 Q2	$13.5K	Buy	203 +2	+1%	+$136	﹤0.01%	948
2023 Q1	$14.2K	Buy	201 +93	+86%	+$6.32K	﹤0.01%	898
2022 Q4	$6.07K	Buy	+108	New	+$5.51K	﹤0.01%	965

Other funds holding SCCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Fisher Asset Management

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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