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	-3,710	Closed	-$320K	–	271
2024 Q4	$320K	Buy	3,710 +1,055	+40%	+$105K	0.07%	169
2024 Q3	$289K	Buy	+2,655	New	+$261K	0.06%	176

Other funds holding SCCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 3,710 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. 630 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 3,710 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.
630 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.