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Clearview Wealth Advisors’s Southern Copper SCCO Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-378
Closed -$24.8K – 521
2023
Q2 		$24.8K Buy
378
+6
+2% +$405 0.03% 253
2023
Q1 		$26K Buy
+372
New +$25K 0.03% 245

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 $999B AUM 46.22% 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 $3.38T AUM 44.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Clearview Wealth Advisors's SCCO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Southern Copper (SCCO) in Q3 2023, closing a stake of 378 shares — an estimated $24.8K sold.

Clearview Wealth Advisors first reported a position in SCCO in Q1 2023 and held it in 2 quarters. The position peaked at $26K in Q1 2023. 489 funds tracked by Wall St. Rank hold SCCO as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Southern Copper position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 378 Southern Copper shares in Q3 2023, an estimated $24.8K.
  • Clearview Wealth Advisors first reported a position in Southern Copper in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Southern Copper position peaked at $26K in Q1 2023.
  • 489 funds tracked by Wall St. Rank held Southern Copper as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.