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TrinityPoint Wealth’s Southern Copper SCCO Stock Holding History

TrinityPoint Wealth’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
Q1 		– Sell
-13,744
Closed -$1.08M – 315
2023
Q4 		$1.08M Sell
13,744
-518
-4% -$35.6K 0.2% 119
2023
Q3 		$984K Sell
14,262
-39
-0.3% -$2.82K 0.2% 118
2023
Q2 		$940K Sell
14,301
-529
-4% -$35.7K 0.18% 121
2023
Q1 		$1.04M Sell
14,830
-984
-6% -$66.1K 0.22% 112
2022
Q4 		$875K Sell
15,814
-18
-0.1% -$908 0.2% 118
2022
Q3 		$650K Buy
15,832
+900
+6% +$39.3K 0.15% 140
2022
Q2 		$681K Hold
14,932
– – 0.15% 129
2022
Q1 		$1.04M Buy
14,932
+5,433
+57% +$344K 0.19% 111
2021
Q4 		$537K Sell
9,499
-2,202
-19% -$121K 0.1% 183
2021
Q3 		$602K Buy
+11,701
New +$670K 0.12% 152

Other funds holding SCCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TrinityPoint Wealth's SCCO Position: Q1 2024 in Review

TrinityPoint Wealth sold out of Southern Copper (SCCO) in Q1 2024, closing a stake of 13,744 shares — an estimated $1.08M sold.

TrinityPoint Wealth first reported a position in SCCO in Q3 2021 and held it in 10 quarters. The position peaked at $1.08M in Q4 2023. 575 funds tracked by Wall St. Rank hold SCCO as of Q1 2024.

  • TrinityPoint Wealth reported no remaining Southern Copper position as of Q1 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 13,744 Southern Copper shares in Q1 2024, an estimated $1.08M.
  • TrinityPoint Wealth first reported a position in Southern Copper in Q3 2021 and held it in 10 quarters.
  • TrinityPoint Wealth's Southern Copper position peaked at $1.08M in Q4 2023.
  • 575 funds tracked by Wall St. Rank held Southern Copper as of Q1 2024.

Based on TrinityPoint Wealth's 13F filing for Q1 2024, filed 8 May 2024.