DAS
SCCO icon

Dynamic Advisor Solutions’s Southern Copper SCCO Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$301K Buy
+1,729
New +$314K 0.01% 855
2024
Q3 		– Sell
-1,985
Closed -$200K – 994
2024
Q2 		$200K Sell
1,985
-2,726
-58% -$290K 0.01% 882
2024
Q1 		$465K Buy
4,711
+116
+3% +$9.27K 0.02% 625
2023
Q4 		$356K Sell
4,595
-89
-2% -$6.19K 0.01% 666
2023
Q3 		$327K Buy
4,684
+234
+5% +$17.1K 0.02% 631
2023
Q2 		$296K Buy
4,450
+570
+15% +$38.9K 0.02% 632
2023
Q1 		$274K Buy
3,880
+259
+7% +$17.6K 0.02% 612
2022
Q4 		$203K Buy
+3,621
New +$185K 0.01% 664
2022
Q2 		– Sell
-3,308
Closed -$233K – 767
2022
Q1 		$233K Buy
+3,308
New +$212K 0.02% 636

Other funds holding SCCO

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
BSAM
Blue Square Asset Management New York $247M AUM 28.81% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return