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Janiczek Wealth Management’s Southern Copper SCCO Stock Holding History

Janiczek 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
Q2 		$189K Buy
1,894
+188
+11% +$19.8K 0.04% 188
2024
Q1 		$166K Buy
1,706
+367
+27% +$29K 0.04% 209
2023
Q4 		$106K Buy
1,339
+138
+11% +$9.49K 0.03% 254
2023
Q3 		$82.8K Buy
1,201
+130
+12% +$9.39K 0.02% 280
2023
Q2 		$70.4K Buy
1,071
+159
+17% +$10.7K 0.02% 271
2023
Q1 		$67.3K Hold
912
– – 0.02% 267
2022
Q4 		$63.2K Buy
912
+177
+24% +$8.93K 0.02% 284
2022
Q3 		$32K Sell
735
-232
-24% -$10.1K 0.01% 372
2022
Q2 		$44K Sell
967
-428
-31% -$24.4K 0.01% 330
2022
Q1 		$97K Buy
1,395
+56
+4% +$3.54K 0.03% 209
2021
Q4 		$76K Buy
1,339
+79
+6% +$4.36K 0.02% 235
2021
Q3 		$65K Sell
1,260
-736
-37% -$42.1K 0.02% 243
2021
Q2 		$118K Sell
1,996
-747
-27% -$48K 0.04% 132
2021
Q1 		$171K Buy
2,743
+483
+21% +$31.8K 0.07% 81
2020
Q4 		$135K Buy
2,260
+1,914
+553% +$97.3K 0.07% 87
2020
Q3 		$14K Buy
+346
New +$14.2K 0.01% 196

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Janiczek Wealth Management's SCCO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Southern Copper (SCCO) stake by 11% in Q2 2024, buying an estimated $19.8K and bringing the position to 1,894 shares worth $189K. The position accounts for 0.04% of the portfolio, ranked #188.

Janiczek Wealth Management first reported a position in SCCO in Q3 2020 and has held it in 16 quarters since. 619 funds tracked by Wall St. Rank hold SCCO as of Q2 2024.

  • Janiczek Wealth Management held 1,894 shares of Southern Copper worth $189K as of Q2 2024.
  • Janiczek Wealth Management bought 188 Southern Copper shares in Q2 2024, an estimated $19.8K.
  • Southern Copper made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #188 holding.
  • Janiczek Wealth Management first reported a position in Southern Copper in Q3 2020 and has held it in 16 quarters since.
  • 619 funds tracked by Wall St. Rank held Southern Copper as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.