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Liberty Wealth Management’s Southern Copper SCCO Stock Holding History

Liberty 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
2021
Q4 		– Sell
-53
Closed -$3K – 911
2021
Q3 		$3K Sell
53
-86
-62% -$4.92K ﹤0.01% 1025
2021
Q2 		$8K Buy
+139
New +$8.93K ﹤0.01% 713
2020
Q1 		– Sell
-23
Closed -$1K – 976
2019
Q4 		$1K Buy
+23
New +$791 ﹤0.01% 860

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Liberty Wealth Management's SCCO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Southern Copper (SCCO) in Q4 2021, closing a stake of 53 shares — an estimated $3K sold.

Liberty Wealth Management first reported a position in SCCO in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 448 funds tracked by Wall St. Rank hold SCCO as of Q4 2021.

  • Liberty Wealth Management reported no remaining Southern Copper position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 53 Southern Copper shares in Q4 2021, an estimated $3K.
  • Liberty Wealth Management first reported a position in Southern Copper in Q4 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Southern Copper position peaked at $8K in Q2 2021.
  • 448 funds tracked by Wall St. Rank held Southern Copper as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.