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Planned Solutions’s Southern Copper SCCO Stock Holding History

Planned Solutions’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
Q4 		– Sell
-1,118
Closed -$120K – 530
2024
Q3 		$120K Buy
+1,118
New +$109K 0.05% 175
2024
Q1 		– Sell
-1,119
Closed -$88.2K – 457
2023
Q4 		$88.2K Buy
+1,119
New +$76.9K 0.04% 206

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Planned Solutions's SCCO Position: Q4 2024 in Review

Planned Solutions sold out of Southern Copper (SCCO) in Q4 2024, closing a stake of 1,118 shares — an estimated $120K sold.

Planned Solutions first reported a position in SCCO in Q4 2023 and held it in 2 quarters. The position peaked at $120K in Q3 2024. 631 funds tracked by Wall St. Rank hold SCCO as of Q4 2024.

  • Planned Solutions reported no remaining Southern Copper position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,118 Southern Copper shares in Q4 2024, an estimated $120K.
  • Planned Solutions first reported a position in Southern Copper in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Southern Copper position peaked at $120K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Southern Copper as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.