Mascoma Wealth Management’s Southern Copper SCCO Stock Holding History

Mascoma 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
2024 Q2	–	Sell	-226	Closed	-$22.1K	–	498
2024 Q1	$22.1K	Hold	226	–	–	0.01%	253
2023 Q4	$17.8K	Hold	226	–	–	0.01%	279
2023 Q3	$15.6K	Hold	226	–	–	﹤0.01%	293
2023 Q2	$17.3K	Hold	226	–	–	0.01%	280
2023 Q1	$15.9K	Hold	226	–	–	﹤0.01%	364
2022 Q4	$12.5K	Hold	226	–	–	﹤0.01%	382
2022 Q3	$9K	Hold	226	–	–	﹤0.01%	418
2022 Q2	$10K	Hold	226	–	–	﹤0.01%	421
2022 Q1	$16K	Hold	226	–	–	0.01%	396
2021 Q4	$13K	Hold	226	–	–	﹤0.01%	374
2021 Q3	$12K	Buy	+226	New	+$12.9K	﹤0.01%	330
2021 Q2	–	Sell	-226	Closed	-$14K	–	368
2021 Q1	$14K	Buy	+226	New	+$14.9K	0.01%	321
2019 Q3	–	Sell	-226	Closed	-$8K	–	285
2019 Q2	$8K	Hold	226	–	–	0.01%	281
2019 Q1	$8K	Hold	226	–	–	0.01%	281
2018 Q4	$6K	Hold	226	–	–	﹤0.01%	288
2018 Q3	$9K	Hold	226	–	–	0.01%	291
2018 Q2	$10K	Hold	226	–	–	0.01%	278
2018 Q1	$11K	Hold	226	–	–	0.01%	264
2017 Q4	$10K	Hold	226	–	–	0.01%	269
2017 Q3	$8K	Hold	226	–	–	0.01%	292
2017 Q2	$7K	Hold	226	–	–	﹤0.01%	307
2017 Q1	$7K	Hold	226	–	–	0.01%	283
2016 Q4	$7K	Buy	+226	New	+$6.29K	0.01%	285

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Mascoma Wealth Management's SCCO Position: Q2 2024 in Review

Mascoma Wealth Management sold out of Southern Copper (SCCO) in Q2 2024, closing a stake of 226 shares — an estimated $22.1K sold.

Mascoma Wealth Management first reported a position in SCCO in Q4 2016 and held it in 23 quarters. The position peaked at $22.1K in Q1 2024. 619 funds tracked by Wall St. Rank hold SCCO as of Q2 2024.

Mascoma Wealth Management reported no remaining Southern Copper position as of Q2 2024 after selling out during the quarter.
Mascoma Wealth Management sold 226 Southern Copper shares in Q2 2024, an estimated $22.1K.
Mascoma Wealth Management first reported a position in Southern Copper in Q4 2016 and held it in 23 quarters.
Mascoma Wealth Management's Southern Copper position peaked at $22.1K in Q1 2024.
619 funds tracked by Wall St. Rank held Southern Copper as of Q2 2024.

Based on Mascoma Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.