Sutton Wealth Advisors’s Southern Copper SCCO Stock Holding History

Sutton Wealth Advisors’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	-950	Closed	-$52.5K	–	1426
2022 Q4	$52.5K	Hold	950	–	–	0.02%	376
2022 Q3	$39K	Hold	950	–	–	0.02%	441
2022 Q2	$43.3K	Hold	950	–	–	0.02%	417
2022 Q1	$66K	Hold	950	–	–	0.02%	331
2021 Q4	$53.7K	Hold	950	–	–	0.02%	387
2021 Q3	$48.8K	Hold	950	–	–	0.02%	399
2021 Q2	$56K	Hold	950	–	–	0.02%	380
2021 Q1	$59K	Hold	950	–	–	0.02%	351
2020 Q4	$56.7K	Hold	950	–	–	0.02%	325
2020 Q3	$39.4K	Hold	950	–	–	0.02%	353
2020 Q2	$34.6K	Hold	950	–	–	0.02%	386
2020 Q1	$24.5K	Hold	950	–	–	0.02%	421
2019 Q4	$37K	Hold	950	–	–	0.02%	396
2019 Q3	$29.7K	Hold	950	–	–	0.02%	449
2019 Q2	$33.8K	Hold	950	–	–	0.02%	419
2019 Q1	$34.5K	Hold	950	–	–	0.02%	393
2018 Q4	$26.8K	Hold	950	–	–	0.02%	432
2018 Q3	$37.5K	Hold	950	–	–	0.02%	359
2018 Q2	$40.8K	Hold	950	–	–	0.03%	340
2018 Q1	$47.1K	Hold	950	–	–	0.03%	290
2017 Q4	$41.3K	Hold	950	–	–	0.03%	324
2017 Q3	$34.6K	Hold	950	–	–	0.03%	365
2017 Q2	$30.1K	Hold	950	–	–	0.02%	392
2017 Q1	$31.2K	Hold	950	–	–	0.03%	370
2016 Q4	$27.8K	Hold	950	–	–	0.02%	391
2016 Q3	$22.9K	Hold	950	–	–	0.02%	430
2016 Q2	$23.5K	Hold	950	–	–	0.02%	405
2016 Q1	$24.1K	Buy	+950	New	+$22.2K	0.02%	388

Other funds holding SCCO

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Sutton Wealth Advisors's SCCO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Southern Copper (SCCO) in Q1 2023, closing a stake of 950 shares — an estimated $52.5K sold.

Sutton Wealth Advisors first reported a position in SCCO in Q1 2016 and held it in 28 quarters. The position peaked at $66K in Q1 2022. 505 funds tracked by Wall St. Rank hold SCCO as of Q1 2023.

Sutton Wealth Advisors reported no remaining Southern Copper position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 950 Southern Copper shares in Q1 2023, an estimated $52.5K.
Sutton Wealth Advisors first reported a position in Southern Copper in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Southern Copper position peaked at $66K in Q1 2022.
505 funds tracked by Wall St. Rank held Southern Copper as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.