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Intercontinental Wealth Advisors’s Southern Copper SCCO Stock Holding History

Intercontinental 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
2022
Q3 		– Sell
-9,751
Closed -$445K – 277
2022
Q2 		$445K Hold
9,751
– – 0.12% 179
2022
Q1 		$678K Buy
9,751
+30
+0.3% +$1.9K 0.15% 138
2021
Q4 		$550K Buy
+9,721
New +$536K 0.12% 169

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Intercontinental Wealth Advisors's SCCO Position: Q3 2022 in Review

Intercontinental Wealth Advisors sold out of Southern Copper (SCCO) in Q3 2022, closing a stake of 9,751 shares — an estimated $445K sold.

Intercontinental Wealth Advisors first reported a position in SCCO in Q4 2021 and held it in 3 quarters. The position peaked at $678K in Q1 2022. 420 funds tracked by Wall St. Rank hold SCCO as of Q3 2022.

  • Intercontinental Wealth Advisors reported no remaining Southern Copper position as of Q3 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 9,751 Southern Copper shares in Q3 2022, an estimated $445K.
  • Intercontinental Wealth Advisors first reported a position in Southern Copper in Q4 2021 and held it in 3 quarters.
  • Intercontinental Wealth Advisors's Southern Copper position peaked at $678K in Q1 2022.
  • 420 funds tracked by Wall St. Rank held Southern Copper as of Q3 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.