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Realta Investment Advisors’s Southern Copper SCCO Stock Holding History

Realta 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
2024
Q3 		– Sell
-8,325
Closed -$830K – 692
2024
Q2 		$830K Buy
8,325
+534
+7% +$56.1K 0.16% 143
2024
Q1 		$760K Buy
7,791
+1,010
+15% +$79.7K 0.16% 148
2023
Q4 		$535K Buy
6,781
+899
+15% +$61.8K 0.12% 213
2023
Q3 		$387K Hold
5,882
– – 0.09% 247
2023
Q2 		$387K Buy
5,882
+39
+0.7% +$2.63K 0.08% 260
2023
Q1 		$408K Buy
5,843
+69
+1% +$4.63K 0.1% 235
2022
Q4 		$319K Sell
5,774
-61
-1% -$3.08K 0.08% 284
2022
Q3 		$240K Buy
5,835
+809
+16% +$35.4K 0.06% 325
2022
Q2 		$231K Buy
5,026
+1,879
+60% +$107K 0.06% 323
2022
Q1 		$219K Buy
+3,147
New +$199K 0.04% 369
2020
Q1 		– Sell
-2,118
Closed -$75K – 1183
2019
Q4 		$75K Buy
2,118
+23
+1% +$791 0.02% 572
2019
Q3 		$66K Buy
2,095
+665
+47% +$20.8K 0.02% 598
2019
Q2 		$52K Buy
1,430
+557
+64% +$19.2K 0.01% 662
2019
Q1 		$32K Buy
+873
New +$27.6K 0.01% 658

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 $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Realta Investment Advisors's SCCO Position: Q3 2024 in Review

Realta Investment Advisors sold out of Southern Copper (SCCO) in Q3 2024, closing a stake of 8,325 shares — an estimated $830K sold.

Realta Investment Advisors first reported a position in SCCO in Q1 2019 and held it in 14 quarters. The position peaked at $830K in Q2 2024. 624 funds tracked by Wall St. Rank hold SCCO as of Q3 2024.

  • Realta Investment Advisors reported no remaining Southern Copper position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 8,325 Southern Copper shares in Q3 2024, an estimated $830K.
  • Realta Investment Advisors first reported a position in Southern Copper in Q1 2019 and held it in 14 quarters.
  • Realta Investment Advisors's Southern Copper position peaked at $830K in Q2 2024.
  • 624 funds tracked by Wall St. Rank held Southern Copper as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.