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LGT Financial Advisors’s Southern Copper SCCO Stock Holding History

LGT Financial 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
2024
Q1 		– Sell
-56
Closed -$4.36K – 845
2023
Q4 		$4.36K Buy
56
+1
+2% +$69 0.01% 660
2023
Q3 		$3.77K Buy
+55
New +$3.97K ﹤0.01% 682

Other funds holding SCCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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

LGT Financial Advisors's SCCO Position: Q1 2024 in Review

LGT Financial Advisors sold out of Southern Copper (SCCO) in Q1 2024, closing a stake of 56 shares — an estimated $4.36K sold.

LGT Financial Advisors first reported a position in SCCO in Q3 2023 and held it in 2 quarters. The position peaked at $4.36K in Q4 2023. 576 funds tracked by Wall St. Rank hold SCCO as of Q1 2024.

  • LGT Financial Advisors reported no remaining Southern Copper position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 56 Southern Copper shares in Q1 2024, an estimated $4.36K.
  • LGT Financial Advisors first reported a position in Southern Copper in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Southern Copper position peaked at $4.36K in Q4 2023.
  • 576 funds tracked by Wall St. Rank held Southern Copper as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.