LPWM
SCCO icon

Lake Point Wealth Management’s Southern Copper SCCO Stock Holding History

Lake Point 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
2022
Q2 		$2K Hold
44
– – ﹤0.01% 334
2022
Q1 		$3K Hold
44
– – ﹤0.01% 301
2021
Q4 		$2K Hold
44
– – ﹤0.01% 347
2021
Q3 		$2K Hold
44
– – ﹤0.01% 328
2021
Q2 		$3K Buy
+44
New +$2.83K ﹤0.01% 302

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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lake Point Wealth Management's SCCO Position: Q2 2022 in Review

Lake Point Wealth Management held its Southern Copper (SCCO) position steady in Q2 2022 at 44 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Lake Point Wealth Management first reported a position in SCCO in Q2 2021 and has held it in 5 quarters since. The position peaked at $3K in Q1 2022. 447 funds tracked by Wall St. Rank hold SCCO as of Q2 2022.

  • Lake Point Wealth Management held 44 shares of Southern Copper worth $2K as of Q2 2022.
  • Lake Point Wealth Management left its Southern Copper share count unchanged in Q2 2022.
  • Southern Copper made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #334 holding.
  • Lake Point Wealth Management first reported a position in Southern Copper in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Southern Copper position peaked at $3K in Q1 2022.
  • 447 funds tracked by Wall St. Rank held Southern Copper as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.