SWM
SCCO icon

Sanctuary Wealth Management’s Southern Copper SCCO Stock Holding History

Sanctuary 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
2024
Q4 		$41.7K Sell
483
-1
-0.2% -$100 0.03% 97
2024
Q3 		$52.7K Sell
484
-1
-0.2% -$98 0.04% 96
2024
Q2 		$48.9K Hold
485
– – 0.04% 89
2024
Q1 		$47.9K Hold
485
– – 0.04% 92
2023
Q4 		$38.7K Hold
485
– – 0.04% 94
2023
Q3 		$33.9K Hold
485
– – 0.04% 87
2023
Q2 		$32.3K Buy
+485
New +$33.1K 0.03% 90
2022
Q4 		$27.2K Buy
+485
New +$24.7K 0.03% 88

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sanctuary Wealth Management's SCCO Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Southern Copper (SCCO) stake by 0.21% in Q4 2024, selling an estimated $100 and leaving 483 shares worth $41.7K. The position accounts for 0.03% of the portfolio, ranked #97.

Sanctuary Wealth Management first reported a position in SCCO in Q4 2022 and has held it in 8 quarters since. The position peaked at $52.7K in Q3 2024. 630 funds tracked by Wall St. Rank hold SCCO as of Q4 2024.

  • Sanctuary Wealth Management held 483 shares of Southern Copper worth $41.7K as of Q4 2024.
  • Sanctuary Wealth Management sold 1 Southern Copper share in Q4 2024, an estimated $100.
  • Southern Copper made up 0.03% of Sanctuary Wealth Management's portfolio in Q4 2024, its #97 holding.
  • Sanctuary Wealth Management first reported a position in Southern Copper in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Southern Copper position peaked at $52.7K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held Southern Copper as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.