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OneAscent Wealth Management’s Southern Copper SCCO Stock Holding History

OneAscent 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
2022
Q2 		– Sell
-5,640
Closed -$397K – 221
2022
Q1 		$397K Buy
+5,640
New +$361K 0.2% 104

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Wealth Management's SCCO Position: Q2 2022 in Review

OneAscent Wealth Management sold out of Southern Copper (SCCO) in Q2 2022, closing a stake of 5,640 shares — an estimated $397K sold.

OneAscent Wealth Management first reported a position in SCCO in Q1 2022 and held it in 1 quarter. The position peaked at $397K in Q1 2022. 446 funds tracked by Wall St. Rank hold SCCO as of Q2 2022.

  • OneAscent Wealth Management reported no remaining Southern Copper position as of Q2 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 5,640 Southern Copper shares in Q2 2022, an estimated $397K.
  • OneAscent Wealth Management first reported a position in Southern Copper in Q1 2022 and held it in 1 quarter.
  • OneAscent Wealth Management's Southern Copper position peaked at $397K in Q1 2022.
  • 446 funds tracked by Wall St. Rank held Southern Copper as of Q2 2022.

Based on OneAscent Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.