SkyOak Wealth’s Southern Copper SCCO Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-3,755	Closed	-$320K	–	271
2024 Q4	$320K	Buy	3,755 +1,068	+40%	+$105K	0.07%	169
2024 Q3	$289K	Buy	+2,687	New	+$261K	0.06%	176

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SkyOak Wealth's SCCO Position: Q1 2025 in Review

SkyOak Wealth sold out of Southern Copper (SCCO) in Q1 2025, closing a stake of 3,755 shares — an estimated $320K sold.

SkyOak Wealth first reported a position in SCCO in Q3 2024 and held it in 2 quarters. The position peaked at $320K in Q4 2024. 633 funds tracked by Wall St. Rank hold SCCO as of Q1 2025.

SkyOak Wealth reported no remaining Southern Copper position as of Q1 2025 after selling out during the quarter.
SkyOak Wealth sold 3,755 Southern Copper shares in Q1 2025, an estimated $320K.
SkyOak Wealth first reported a position in Southern Copper in Q3 2024 and held it in 2 quarters.
SkyOak Wealth's Southern Copper position peaked at $320K in Q4 2024.
633 funds tracked by Wall St. Rank held Southern Copper as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.