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Focused Wealth Management’s Southern Copper SCCO Stock Holding History

Focused Wealth 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
2024
Q3 		– Sell
-2,777
Closed -$280K – 285
2024
Q2 		$280K Buy
+2,777
New +$295K 0.04% 147

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Focused Wealth Management's SCCO Position: Q3 2024 in Review

Focused Wealth Management sold out of Southern Copper (SCCO) in Q3 2024, closing a stake of 1,401 shares — an estimated $141K sold.

Focused Wealth Management first reported a position in SCCO in Q3 2013 and held it in 21 quarters. The position peaked at $141K in Q2 2024. 622 funds tracked by Wall St. Rank hold SCCO as of Q3 2024.

  • Focused Wealth Management reported no remaining Southern Copper position as of Q3 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,401 Southern Copper shares in Q3 2024, an estimated $141K.
  • Focused Wealth Management first reported a position in Southern Copper in Q3 2013 and held it in 21 quarters.
  • Focused Wealth Management's Southern Copper position peaked at $141K in Q2 2024.
  • 622 funds tracked by Wall St. Rank held Southern Copper as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.