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TFO Wealth Partners’s Southern Copper SCCO Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$107 – 629
2024
Q1 		$107 Sell
1
-4
-80% -$316 ﹤0.01% 628
2023
Q4 		$430 Hold
5
– – ﹤0.01% 375
2023
Q3 		$359 Buy
5
+4
+400% +$289 ﹤0.01% 577
2023
Q2 		$72 Hold
1
– – ﹤0.01% 725
2023
Q1 		$76 Sell
1
-1
-50% -$67 ﹤0.01% 695
2022
Q4 		$19 Buy
+2
New +$101 ﹤0.01% 910

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TFO Wealth Partners's SCCO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Southern Copper (SCCO) in Q2 2024, closing a stake of 1 share — an estimated $107 sold.

TFO Wealth Partners first reported a position in SCCO in Q4 2022 and held it in 6 quarters. The position peaked at $430 in Q4 2023. 619 funds tracked by Wall St. Rank hold SCCO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Southern Copper position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Southern Copper share in Q2 2024, an estimated $107.
  • TFO Wealth Partners first reported a position in Southern Copper in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Southern Copper position peaked at $430 in Q4 2023.
  • 619 funds tracked by Wall St. Rank held Southern Copper as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.