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Laurel Wealth Advisors (California)’s Southern Copper SCCO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$241K Buy
+4,355
New +$220K 0.02% 577
2022
Q2 		– Sell
-4,787
Closed -$333K – 735
2022
Q1 		$333K Buy
+4,787
New +$303K 0.03% 551
2016
Q1 		– Sell
-9,060
Closed -$217K – 352
2015
Q4 		$217K Buy
+9,060
New +$224K 0.11% 217

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Laurel Wealth Advisors (California)'s SCCO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Southern Copper (SCCO) in Q4 2022: 4,355 shares worth $241K. The stake represents 0.02% of the portfolio and ranks #577 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in SCCO as recently as Q1 2022.

Laurel Wealth Advisors (California) first reported a position in SCCO in Q4 2015 and has held it in 3 quarters since. The position peaked at $333K in Q1 2022. 480 funds tracked by Wall St. Rank hold SCCO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,355 shares of Southern Copper worth $241K as of Q4 2022.
  • Southern Copper was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Southern Copper made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #577 holding.
  • Laurel Wealth Advisors (California) first reported a position in Southern Copper in Q4 2015 and has held it in 3 quarters since.
  • Laurel Wealth Advisors (California)'s Southern Copper position peaked at $333K in Q1 2022.
  • 480 funds tracked by Wall St. Rank held Southern Copper as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.