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GWS
Glassman Wealth Services’s
Southern Copper
SCCO
Stock Holding History
Glassman Wealth Services’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
Q1
–
Sell
-375
Closed
-$30K
–
1516
2023
Q4
$30K
Buy
375
+2
+0.5%
+$139
﹤0.01%
592
2023
Q3
$26.1K
Hold
373
–
–
﹤0.01%
592
2023
Q2
$24.8K
Sell
373
-21
-5%
-$1.43K
﹤0.01%
573
2023
Q1
$27.8K
Buy
394
+37
+10%
+$2.52K
﹤0.01%
550
2022
Q4
$20K
Buy
357
+24
+7%
+$1.23K
﹤0.01%
666
2022
Q3
$14K
Buy
333
+76
+30%
+$3.36K
﹤0.01%
713
2022
Q2
$12K
Buy
257
+27
+12%
+$1.56K
﹤0.01%
760
2022
Q1
$16K
Sell
230
-9
-4%
-$576
﹤0.01%
707
2021
Q4
$14K
Sell
239
-5
-2%
-$279
﹤0.01%
709
2021
Q3
$13K
Buy
244
+33
+16%
+$1.91K
﹤0.01%
707
2021
Q2
$13K
Buy
211
+17
+9%
+$1.1K
﹤0.01%
690
2021
Q1
$12K
Sell
194
-11
-5%
-$732
﹤0.01%
674
2020
Q4
$12K
Buy
205
+42
+26%
+$2.16K
﹤0.01%
681
2020
Q3
$7K
Buy
163
+107
+191%
+$4.44K
﹤0.01%
705
2020
Q2
$2K
Buy
56
+46
+460%
+$1.46K
﹤0.01%
893
2020
Q1
$0
Buy
+10
New
+$335
﹤0.01%
1506
2019
Q3
–
Sell
-44
Closed
-$2K
–
1338
2019
Q2
$2K
Buy
+44
New
+$1.53K
﹤0.01%
745
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1-Year Est. Return
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$295B AUM
31.6%
1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
Mawer Investment Management
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$15.4B AUM
10.9%
1-Year Est. Return
Neuberger Berman Group
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$131B AUM
28.36%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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