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Confluence Wealth Services’s Southern Copper SCCO Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-95
Closed -$5K – 979
2021
Q4 		$5K Buy
+95
New +$5.24K ﹤0.01% 1059

Other funds holding SCCO

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Fisher Asset Management
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Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Confluence Wealth Services's SCCO Position: Q1 2022 in Review

Confluence Wealth Services sold out of Southern Copper (SCCO) in Q1 2022, closing a stake of 95 shares — an estimated $5K sold.

Confluence Wealth Services first reported a position in SCCO in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 495 funds tracked by Wall St. Rank hold SCCO as of Q1 2022.

  • Confluence Wealth Services reported no remaining Southern Copper position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 95 Southern Copper shares in Q1 2022, an estimated $5K.
  • Confluence Wealth Services first reported a position in Southern Copper in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Southern Copper position peaked at $5K in Q4 2021.
  • 495 funds tracked by Wall St. Rank held Southern Copper as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.