Exencial Wealth Advisors’s Southern Copper SCCO Stock Holding History

Exencial 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
2026 Q1	$414K	Sell	2,428 -125	-5%	-$22.9K	0.01%	437
2025 Q4	$360K	Sell	2,553 -235	-8%	-$31.1K	0.01%	445
2025 Q3	$329K	Buy	2,788 +2	+0.1%	+$196	0.01%	436
2025 Q2	$272K	Buy	2,786 +6	+0.2%	+$528	0.01%	444
2025 Q1	$248K	Buy	2,780 +14	+0.5%	+$1.26K	0.01%	453
2024 Q4	$239K	Sell	2,766 -1	-0%	-$100	0.01%	461
2024 Q3	$301K	Buy	2,767 +2	+0.1%	+$197	0.01%	431
2024 Q2	$279K	Sell	2,765 -5	-0.2%	-$532	0.01%	436
2024 Q1	$274K	Sell	2,770 -10	-0.4%	-$799	0.01%	446
2023 Q4	$222K	Buy	+2,780	New	+$193K	0.01%	459

Other funds holding SCCO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Fisher Asset Management

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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