TSWM
SCCO icon

Tyler-Stone Wealth Management’s Southern Copper SCCO Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-219
Closed -$21.9K – 818
2024
Q2 		$21.9K Hold
219
– – 0.01% 508
2024
Q1 		$21.4K Hold
219
– – 0.01% 508
2023
Q4 		$17.3K Hold
219
– – 0.01% 527
2023
Q3 		$15K Hold
219
– – 0.01% 534
2023
Q2 		$14K Buy
+219
New +$14.8K 0.01% 546
2022
Q4 		$12K Hold
219
– – 0.01% 529
2022
Q3 		$9K Buy
219
+108
+97% +$4.72K 0.01% 558
2022
Q2 		$5K Hold
111
– – ﹤0.01% 677
2022
Q1 		$8K Hold
111
– – ﹤0.01% 612
2021
Q4 		$6K Buy
+111
New +$6.12K ﹤0.01% 685

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 $3.38T AUM 44.17% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Tyler-Stone Wealth Management's SCCO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Southern Copper (SCCO) in Q3 2024, closing a stake of 219 shares — an estimated $21.9K sold.

Tyler-Stone Wealth Management first reported a position in SCCO in Q4 2021 and held it in 10 quarters. The position peaked at $21.9K in Q2 2024. 624 funds tracked by Wall St. Rank hold SCCO as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Southern Copper position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 219 Southern Copper shares in Q3 2024, an estimated $21.9K.
  • Tyler-Stone Wealth Management first reported a position in Southern Copper in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Southern Copper position peaked at $21.9K in Q2 2024.
  • 624 funds tracked by Wall St. Rank held Southern Copper as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.