Evoke Wealth’s Southern Copper SCCO Stock Holding History

Evoke Wealth’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	-349	Closed	-$14K	–	995
2022 Q3	$14K	Hold	349	–	–	﹤0.01%	698
2022 Q2	$16K	Hold	349	–	–	﹤0.01%	694
2022 Q1	$24K	Hold	349	–	–	﹤0.01%	626
2021 Q4	$20K	Hold	349	–	–	﹤0.01%	678
2021 Q3	$17K	Hold	349	–	–	﹤0.01%	662
2021 Q2	$21K	Hold	349	–	–	﹤0.01%	651
2021 Q1	$22K	Buy	+349	New	+$23K	﹤0.01%	573

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

PCA

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

Evoke Wealth's SCCO Position: Q4 2022 in Review

Evoke Wealth sold out of Southern Copper (SCCO) in Q4 2022, closing a stake of 349 shares — an estimated $14K sold.

Evoke Wealth first reported a position in SCCO in Q1 2021 and held it in 7 quarters. The position peaked at $24K in Q1 2022. 480 funds tracked by Wall St. Rank hold SCCO as of Q4 2022.

Evoke Wealth reported no remaining Southern Copper position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 349 Southern Copper shares in Q4 2022, an estimated $14K.
Evoke Wealth first reported a position in Southern Copper in Q1 2021 and held it in 7 quarters.
Evoke Wealth's Southern Copper position peaked at $24K in Q1 2022.
480 funds tracked by Wall St. Rank held Southern Copper as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.