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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
-13,581
Closed -$1.08M – 315
2023
Q4 		$1.08M Sell
13,581
-512
-4% -$35.6K 0.2% 119
2023
Q3 		$984K Sell
14,093
-38
-0.3% -$2.78K 0.2% 118
2023
Q2 		$940K Sell
14,131
-523
-4% -$35.7K 0.18% 121
2023
Q1 		$1.04M Sell
14,654
-972
-6% -$66.1K 0.22% 112
2022
Q4 		$875K Sell
15,626
-19
-0.1% -$969 0.2% 118
2022
Q3 		$650K Buy
15,645
+890
+6% +$39.4K 0.15% 140
2022
Q2 		$681K Hold
14,755
– – 0.15% 129
2022
Q1 		$1.04M Buy
14,755
+5,369
+57% +$344K 0.19% 111
2021
Q4 		$537K Sell
9,386
-2,177
-19% -$121K 0.1% 183
2021
Q3 		$602K Buy
+11,563
New +$670K 0.12% 152

Other funds holding SCCO

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return