SW
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SVB Wealth’s Southern Copper SCCO Stock Holding History

SVB 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
Q2 		– Sell
-956
Closed -$85.2K – 1420
2025
Q1 		$85.2K Sell
956
-1,701
-64% -$153K ﹤0.01% 440
2024
Q4 		$229K Buy
+2,657
New +$265K ﹤0.01% 641
2024
Q3 		– Sell
-2,714
Closed -$274K – 490
2024
Q2 		$274K Sell
2,714
-145
-5% -$15.4K 0.01% 586
2024
Q1 		$282K Buy
+2,859
New +$228K 0.01% 653
2023
Q4 		– Sell
-2,896
Closed -$202K – 936
2023
Q3 		$202K Buy
+2,896
New +$212K ﹤0.01% 744
2021
Q3 		– Sell
-4,597
Closed -$274K – 1039
2021
Q2 		$274K Sell
4,597
-451
-9% -$29.3K ﹤0.01% 793
2021
Q1 		$318K Buy
+5,048
New +$336K ﹤0.01% 662

Other funds holding SCCO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return