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Mount Yale Investment Advisors’s Southern Copper SCCO Stock Holding History

Mount Yale Investment 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 		– Sell
-74
Closed -$7.08K – 1432
2025
Q2 		$7.08K Buy
+74
New +$6.44K ﹤0.01% 1186

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SCCO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Southern Copper (SCCO) in Q3 2025, closing a stake of 74 shares — an estimated $7.08K sold.

Mount Yale Investment Advisors first reported a position in SCCO in Q2 2025 and held it in 1 quarter. The position peaked at $7.08K in Q2 2025. 687 funds tracked by Wall St. Rank hold SCCO as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Southern Copper position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 74 Southern Copper shares in Q3 2025, an estimated $7.08K.
  • Mount Yale Investment Advisors first reported a position in Southern Copper in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Southern Copper position peaked at $7.08K in Q2 2025.
  • 687 funds tracked by Wall St. Rank held Southern Copper as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.