Crewe Advisors’s Southern Copper SCCO Stock Holding History

Crewe 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
2022 Q4	–	Sell	-76	Closed	-$3K	–	1229
2022 Q3	$3K	Hold	76	–	–	﹤0.01%	985
2022 Q2	$3K	Buy	+76	New	+$4.39K	﹤0.01%	920

Other funds holding SCCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Crewe Advisors's SCCO Position: Q4 2022 in Review

Crewe Advisors sold out of Southern Copper (SCCO) in Q4 2022, closing a stake of 76 shares — an estimated $3K sold.

Crewe Advisors first reported a position in SCCO in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 479 funds tracked by Wall St. Rank hold SCCO as of Q4 2022.

Crewe Advisors reported no remaining Southern Copper position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 76 Southern Copper shares in Q4 2022, an estimated $3K.
Crewe Advisors first reported a position in Southern Copper in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Southern Copper position peaked at $3K in Q3 2022.
479 funds tracked by Wall St. Rank held Southern Copper as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.