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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
-73
Closed -$7.08K – 1432
2025
Q2 		$7.08K Buy
+73
New +$6.42K ﹤0.01% 1186

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 73 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. 685 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 73 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.
  • 685 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.