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Sowell Financial Services’s Southern Copper SCCO Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-170
Closed -$11K – 2305
2021
Q1 		$11K Buy
170
+43
+34% +$2.83K ﹤0.01% 2289
2020
Q4 		$8K Hold
127
– – ﹤0.01% 2128
2020
Q3 		$5K Buy
+127
New +$5.21K ﹤0.01% 2013
2017
Q1 		– Sell
-110
Closed -$4K – 516
2016
Q4 		$4K Buy
+110
New +$3.06K ﹤0.01% 554

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sowell Financial Services's SCCO Position: Q2 2021 in Review

Sowell Financial Services sold out of Southern Copper (SCCO) in Q2 2021, closing a stake of 170 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in SCCO in Q4 2016 and held it in 4 quarters. The position peaked at $11K in Q1 2021. 420 funds tracked by Wall St. Rank hold SCCO as of Q2 2021.

  • Sowell Financial Services reported no remaining Southern Copper position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 170 Southern Copper shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in Southern Copper in Q4 2016 and held it in 4 quarters.
  • Sowell Financial Services's Southern Copper position peaked at $11K in Q1 2021.
  • 420 funds tracked by Wall St. Rank held Southern Copper as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.