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Valley National Advisers’s Southern Copper SCCO Stock Holding History

Valley National Advisers’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
-27
Closed -$2K – 1072
2024
Q2 		$2K Sell
27
-6
-18% -$631 ﹤0.01% 949
2024
Q1 		$3K Buy
33
+11
+50% +$868 ﹤0.01% 896
2023
Q4 		$1K Buy
+22
New +$1.51K ﹤0.01% 1136
2021
Q1 		– Sell
-40
Closed -$2K – 905
2020
Q4 		$2K Hold
40
– – ﹤0.01% 706
2020
Q3 		$2K Hold
40
– – ﹤0.01% 666
2020
Q2 		$1K Hold
40
– – ﹤0.01% 741
2020
Q1 		$1K Buy
+40
New +$1.33K ﹤0.01% 722

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

Valley National Advisers's SCCO Position: Q3 2024 in Review

Valley National Advisers sold out of Southern Copper (SCCO) in Q3 2024, closing a stake of 27 shares — an estimated $2K sold.

Valley National Advisers first reported a position in SCCO in Q1 2020 and held it in 7 quarters. The position peaked at $3K in Q1 2024. 624 funds tracked by Wall St. Rank hold SCCO as of Q3 2024.

  • Valley National Advisers reported no remaining Southern Copper position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 27 Southern Copper shares in Q3 2024, an estimated $2K.
  • Valley National Advisers first reported a position in Southern Copper in Q1 2020 and held it in 7 quarters.
  • Valley National Advisers's Southern Copper position peaked at $3K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Southern Copper as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.