TWA
SCCO icon

TCI Wealth Advisors’s Southern Copper SCCO Stock Holding History

TCI 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
Q2 		– Sell
-528
Closed -$36.9K – 1859
2023
Q1 		$36.9K Hold
528
– – ﹤0.01% 505
2022
Q4 		$29.2K Buy
528
+1
+0.2% +$50 ﹤0.01% 552
2022
Q3 		$22K Buy
527
+508
+2,674% +$22.2K ﹤0.01% 624
2022
Q2 		$1K Hold
19
– – ﹤0.01% 2195
2022
Q1 		$1K Hold
19
– – ﹤0.01% 2143
2021
Q4 		$1K Hold
19
– – ﹤0.01% 2228
2021
Q3 		$1K Buy
19
+3
+19% +$172 ﹤0.01% 2300
2021
Q2 		$1K Hold
16
– – ﹤0.01% 2247
2021
Q1 		$1K Hold
16
– – ﹤0.01% 2106
2020
Q4 		$1K Hold
16
– – ﹤0.01% 1445
2020
Q3 		$1K Hold
16
– – ﹤0.01% 1416
2020
Q2 		$1K Sell
16
-3
-16% -$94 ﹤0.01% 1339
2020
Q1 		$0 Buy
+19
New +$630 ﹤0.01% 1725
2019
Q3 		– Sell
-17
Closed -$1K – 1616
2019
Q2 		$1K Buy
17
+6
+55% +$206 ﹤0.01% 1291
2019
Q1 		$0 Hold
11
– – ﹤0.01% 1523
2018
Q4 		$0 Buy
11
+4
+57% +$133 ﹤0.01% 1624
2018
Q3 		$0 Buy
+7
New +$284 ﹤0.01% 1560
2017
Q1 		– Sell
-1,108
Closed -$32K – 1373
2016
Q4 		$32K Sell
1,108
-108
-9% -$3K 0.02% 399
2016
Q3 		$29K Buy
1,216
+111
+10% +$2.65K 0.02% 374
2016
Q2 		$27K Buy
1,105
+2
+0.2% +$50 0.02% 390
2016
Q1 		$28K Buy
1,103
+2
+0.2% +$47 0.02% 378
2015
Q4 		$26K Buy
1,101
+2
+0.2% +$49 0.01% 397
2015
Q3 		$27K Buy
1,099
+4
+0.4% +$101 0.02% 356
2015
Q2 		$30K Buy
+1,095
New +$30.9K 0.02% 338
2013
Q4 		– Sell
-12
Closed – – 886
2013
Q3 		$0 Buy
+12
New +$307 ﹤0.01% 831

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCI Wealth Advisors's SCCO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Southern Copper (SCCO) in Q2 2023, closing a stake of 528 shares — an estimated $36.9K sold.

TCI Wealth Advisors first reported a position in SCCO in Q3 2013 and held it in 25 quarters. The position peaked at $36.9K in Q1 2023. 501 funds tracked by Wall St. Rank hold SCCO as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Southern Copper position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 528 Southern Copper shares in Q2 2023, an estimated $36.9K.
  • TCI Wealth Advisors first reported a position in Southern Copper in Q3 2013 and held it in 25 quarters.
  • TCI Wealth Advisors's Southern Copper position peaked at $36.9K in Q1 2023.
  • 501 funds tracked by Wall St. Rank held Southern Copper as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.