Lenox Wealth Advisors’s Southern Copper SCCO Stock Holding History

Lenox 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 Q1	$13K	Hold	183	–	–	﹤0.01%	443
2021 Q4	$10K	Hold	183	–	–	﹤0.01%	513
2021 Q3	$10K	Hold	183	–	–	﹤0.01%	470
2021 Q2	$11K	Sell	183 -111	-38%	-$7.21K	﹤0.01%	466
2021 Q1	$19K	Buy	294 +111	+61%	+$7.39K	﹤0.01%	322
2020 Q4	$11K	Hold	183	–	–	﹤0.01%	417
2020 Q3	$8K	Buy	+183	New	+$7.6K	﹤0.01%	400

Other funds holding SCCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Lenox Wealth Advisors's SCCO Position: Q1 2022 in Review

Lenox Wealth Advisors held its Southern Copper (SCCO) position steady in Q1 2022 at 183 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Lenox Wealth Advisors first reported a position in SCCO in Q3 2020 and has held it in 7 quarters since. The position peaked at $19K in Q1 2021. 495 funds tracked by Wall St. Rank hold SCCO as of Q1 2022.

Lenox Wealth Advisors held 183 shares of Southern Copper worth $13K as of Q1 2022.
Lenox Wealth Advisors left its Southern Copper share count unchanged in Q1 2022.
Southern Copper made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #443 holding.
Lenox Wealth Advisors first reported a position in Southern Copper in Q3 2020 and has held it in 7 quarters since.
Lenox Wealth Advisors's Southern Copper position peaked at $19K in Q1 2021.
495 funds tracked by Wall St. Rank held Southern Copper as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.