LWA
SCCO icon

Lowe Wealth Advisors’s Southern Copper SCCO Stock Holding History

Lowe 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
2025
Q3 		$7.04K Sell
60
-1
-2% -$97 ﹤0.01% 272
2025
Q2 		$5.87K Sell
61
-1
-2% -$87 ﹤0.01% 275
2025
Q1 		$5.42K Hold
62
– – ﹤0.01% 280
2024
Q4 		$5.29K Buy
+62
New +$6.12K ﹤0.01% 271
2021
Q2 		– Sell
-164
Closed -$10K – 287
2021
Q1 		$10K Hold
164
– – 0.01% 180
2020
Q4 		$10K Hold
164
– – 0.01% 173
2020
Q3 		$7K Buy
+164
New +$6.73K ﹤0.01% 183

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lowe Wealth Advisors's SCCO Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Southern Copper (SCCO) stake by 1.6% in Q3 2025, selling an estimated $97 and leaving 60 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Lowe Wealth Advisors first reported a position in SCCO in Q3 2020 and has held it in 7 quarters since. The position peaked at $10K in Q1 2021. 686 funds tracked by Wall St. Rank hold SCCO as of Q3 2025.

  • Lowe Wealth Advisors held 60 shares of Southern Copper worth $7.04K as of Q3 2025.
  • Lowe Wealth Advisors sold 1 Southern Copper share in Q3 2025, an estimated $97.
  • Southern Copper made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #272 holding.
  • Lowe Wealth Advisors first reported a position in Southern Copper in Q3 2020 and has held it in 7 quarters since.
  • Lowe Wealth Advisors's Southern Copper position peaked at $10K in Q1 2021.
  • 686 funds tracked by Wall St. Rank held Southern Copper as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.