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Trek Financial’s Southern Copper SCCO Stock Holding History

Trek Financial’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
Q4 		– Sell
-34,972
Closed -$3.76M – 463
2024
Q3 		$3.76M Buy
34,972
+2,819
+9% +$274K 0.28% 96
2024
Q2 		$3.21M Buy
+32,153
New +$3.38M 0.25% 101
2024
Q1 		– Sell
-3,980
Closed -$314K – 432
2023
Q4 		$314K Buy
+3,980
New +$274K 0.03% 234

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Trek Financial's SCCO Position: Q4 2024 in Review

Trek Financial sold out of Southern Copper (SCCO) in Q4 2024, closing a stake of 34,972 shares — an estimated $3.76M sold.

Trek Financial first reported a position in SCCO in Q4 2023 and held it in 3 quarters. The position peaked at $3.76M in Q3 2024. 631 funds tracked by Wall St. Rank hold SCCO as of Q4 2024.

  • Trek Financial reported no remaining Southern Copper position as of Q4 2024 after selling out during the quarter.
  • Trek Financial sold 34,972 Southern Copper shares in Q4 2024, an estimated $3.76M.
  • Trek Financial first reported a position in Southern Copper in Q4 2023 and held it in 3 quarters.
  • Trek Financial's Southern Copper position peaked at $3.76M in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Southern Copper as of Q4 2024.

Based on Trek Financial's 13F filing for Q4 2024, filed 13 Feb 2025.