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Mark Sheptoff Financial Planning’s Southern Copper SCCO Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-162
Closed -$10K – 418
2021
Q2 		$10K Buy
+162
New +$10.5K 0.01% 328

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mark Sheptoff Financial Planning's SCCO Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Southern Copper (SCCO) in Q3 2021, closing a stake of 162 shares — an estimated $10K sold.

Mark Sheptoff Financial Planning first reported a position in SCCO in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 417 funds tracked by Wall St. Rank hold SCCO as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Southern Copper position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 162 Southern Copper shares in Q3 2021, an estimated $10K.
  • Mark Sheptoff Financial Planning first reported a position in Southern Copper in Q2 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Southern Copper position peaked at $10K in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Southern Copper as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.