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Tilia Fiduciary Partners’s Southern Copper SCCO Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-81
Closed -$5.38K – 402
2023
Q2 		$5.38K Hold
81
– – ﹤0.01% 425
2023
Q1 		$5.72K Hold
81
– – 0.01% 407
2022
Q4 		$4.53K Buy
+81
New +$4.13K ﹤0.01% 420

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $2.9T AUM 29.55% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Tilia Fiduciary Partners's SCCO Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Southern Copper (SCCO) in Q3 2023, closing a stake of 81 shares — an estimated $5.38K sold.

Tilia Fiduciary Partners first reported a position in SCCO in Q4 2022 and held it in 3 quarters. The position peaked at $5.72K in Q1 2023. 489 funds tracked by Wall St. Rank hold SCCO as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Southern Copper position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 81 Southern Copper shares in Q3 2023, an estimated $5.38K.
  • Tilia Fiduciary Partners first reported a position in Southern Copper in Q4 2022 and held it in 3 quarters.
  • Tilia Fiduciary Partners's Southern Copper position peaked at $5.72K in Q1 2023.
  • 489 funds tracked by Wall St. Rank held Southern Copper as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.