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Surience Private Wealth’s Southern Copper SCCO Stock Holding History

Surience Private 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
2024
Q1 		– Sell
-49,878
Closed -$3.98M – 38
2023
Q4 		$3.98M Sell
49,878
-5,448
-10% -$379K 4.04% 10
2023
Q3 		$3.86M Buy
55,326
+14,976
+37% +$1.09M 7.48% 4
2023
Q2 		$2.68M Buy
+40,350
New +$2.75M 3.84% 7

Other funds holding SCCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surience Private Wealth's SCCO Position: Q1 2024 in Review

Surience Private Wealth sold out of Southern Copper (SCCO) in Q1 2024, closing a stake of 49,878 shares — an estimated $3.98M sold.

Surience Private Wealth first reported a position in SCCO in Q2 2023 and held it in 3 quarters. The position peaked at $3.98M in Q4 2023. 574 funds tracked by Wall St. Rank hold SCCO as of Q1 2024.

  • Surience Private Wealth reported no remaining Southern Copper position as of Q1 2024 after selling out during the quarter.
  • Surience Private Wealth sold 49,878 Southern Copper shares in Q1 2024, an estimated $3.98M.
  • Surience Private Wealth first reported a position in Southern Copper in Q2 2023 and held it in 3 quarters.
  • Surience Private Wealth's Southern Copper position peaked at $3.98M in Q4 2023.
  • 574 funds tracked by Wall St. Rank held Southern Copper as of Q1 2024.

Based on Surience Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.