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Straight Path Wealth Management’s Southern Copper SCCO Stock Holding History

Straight Path 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
2023
Q1 		– Sell
-7,012
Closed -$393K – 85
2022
Q4 		$393K Hold
7,012
– – 0.38% 39
2022
Q3 		$291K Buy
+7,012
New +$310K 0.26% 55

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Straight Path Wealth Management's SCCO Position: Q1 2023 in Review

Straight Path Wealth Management sold out of Southern Copper (SCCO) in Q1 2023, closing a stake of 7,012 shares — an estimated $393K sold.

Straight Path Wealth Management first reported a position in SCCO in Q3 2022 and held it in 2 quarters. The position peaked at $393K in Q4 2022. 504 funds tracked by Wall St. Rank hold SCCO as of Q1 2023.

  • Straight Path Wealth Management reported no remaining Southern Copper position as of Q1 2023 after selling out during the quarter.
  • Straight Path Wealth Management sold 7,012 Southern Copper shares in Q1 2023, an estimated $393K.
  • Straight Path Wealth Management first reported a position in Southern Copper in Q3 2022 and held it in 2 quarters.
  • Straight Path Wealth Management's Southern Copper position peaked at $393K in Q4 2022.
  • 504 funds tracked by Wall St. Rank held Southern Copper as of Q1 2023.

Based on Straight Path Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.