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TCV Trust & Wealth Management’s Southern Copper SCCO Stock Holding History

TCV Trust & 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
Q4 		– Sell
-3,227
Closed -$223K – 196
2023
Q3 		$223K Hold
3,227
– – 0.02% 180
2023
Q2 		$212K Hold
3,227
– – 0.02% 181
2023
Q1 		$225K Buy
+3,227
New +$217K 0.03% 178
2022
Q2 		– Sell
-3,199
Closed -$222K – 208
2022
Q1 		$222K Buy
+3,199
New +$202K 0.02% 192

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

TCV Trust & Wealth Management's SCCO Position: Q4 2023 in Review

TCV Trust & Wealth Management sold out of Southern Copper (SCCO) in Q4 2023, closing a stake of 3,227 shares — an estimated $223K sold.

TCV Trust & Wealth Management first reported a position in SCCO in Q1 2022 and held it in 4 quarters. The position peaked at $225K in Q1 2023. 534 funds tracked by Wall St. Rank hold SCCO as of Q4 2023.

  • TCV Trust & Wealth Management reported no remaining Southern Copper position as of Q4 2023 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 3,227 Southern Copper shares in Q4 2023, an estimated $223K.
  • TCV Trust & Wealth Management first reported a position in Southern Copper in Q1 2022 and held it in 4 quarters.
  • TCV Trust & Wealth Management's Southern Copper position peaked at $225K in Q1 2023.
  • 534 funds tracked by Wall St. Rank held Southern Copper as of Q4 2023.

Based on TCV Trust & Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.