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Lauer Wealth’s Southern Copper SCCO Stock Holding History

Lauer Wealth’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
-2,193
Closed -$233K – 43
2024
Q2 		$233K Sell
2,193
-1,881
-46% -$198K 0.18% 40
2024
Q1 		$436K Sell
4,074
-383
-9% -$30.2K 0.38% 26
2023
Q4 		$328K Buy
4,457
+21
+0.5% +$1.44K 0.3% 35
2023
Q3 		$297K Sell
4,436
-711
-14% -$51.3K 0.32% 33
2023
Q2 		$396K Sell
5,147
-1,488
-22% -$100K 0.41% 30
2023
Q1 		$478K Buy
+6,635
New +$446K 0.6% 23

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Lauer Wealth's SCCO Position: Q3 2024 in Review

Lauer Wealth sold out of Southern Copper (SCCO) in Q3 2024, closing a stake of 2,193 shares — an estimated $233K sold.

Lauer Wealth first reported a position in SCCO in Q1 2023 and held it in 6 quarters. The position peaked at $478K in Q1 2023. 623 funds tracked by Wall St. Rank hold SCCO as of Q3 2024.

  • Lauer Wealth reported no remaining Southern Copper position as of Q3 2024 after selling out during the quarter.
  • Lauer Wealth sold 2,193 Southern Copper shares in Q3 2024, an estimated $233K.
  • Lauer Wealth first reported a position in Southern Copper in Q1 2023 and held it in 6 quarters.
  • Lauer Wealth's Southern Copper position peaked at $478K in Q1 2023.
  • 623 funds tracked by Wall St. Rank held Southern Copper as of Q3 2024.

Based on Lauer Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.