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Financial Advocates Investment Management’s Southern Copper SCCO Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-4,212
Closed -$406K – 484
2025
Q2 		$406K Sell
4,212
-488
-10% -$42.4K 0.03% 415
2025
Q1 		$414K Buy
4,700
+143
+3% +$12.7K 0.03% 470
2024
Q4 		$389K Buy
4,557
+464
+11% +$45.8K 0.02% 532
2024
Q3 		$440K Buy
4,093
+114
+3% +$11.1K 0.02% 495
2024
Q2 		$397K Buy
3,979
+676
+20% +$71.1K 0.02% 497
2024
Q1 		$322K Buy
3,303
+21
+0.6% +$1.66K 0.02% 564
2023
Q4 		$259K Buy
+3,282
New +$226K 0.02% 607

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Advocates Investment Management's SCCO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Southern Copper (SCCO) in Q3 2025, closing a stake of 4,212 shares — an estimated $406K sold.

Financial Advocates Investment Management first reported a position in SCCO in Q4 2023 and held it in 7 quarters. The position peaked at $440K in Q3 2024. 686 funds tracked by Wall St. Rank hold SCCO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Southern Copper position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 4,212 Southern Copper shares in Q3 2025, an estimated $406K.
  • Financial Advocates Investment Management first reported a position in Southern Copper in Q4 2023 and held it in 7 quarters.
  • Financial Advocates Investment Management's Southern Copper position peaked at $440K in Q3 2024.
  • 686 funds tracked by Wall St. Rank held Southern Copper as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.