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Waldron Private Wealth’s Southern Copper SCCO Stock Holding History

Waldron Private 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
Q4 		– Sell
-733
Closed -$79.8K – 442
2024
Q3 		$79.8K Buy
+733
New +$72.2K ﹤0.01% 424

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Waldron Private Wealth's SCCO Position: Q4 2024 in Review

Waldron Private Wealth sold out of Southern Copper (SCCO) in Q4 2024, closing a stake of 733 shares — an estimated $79.8K sold.

Waldron Private Wealth first reported a position in SCCO in Q3 2024 and held it in 1 quarter. The position peaked at $79.8K in Q3 2024. 630 funds tracked by Wall St. Rank hold SCCO as of Q4 2024.

  • Waldron Private Wealth reported no remaining Southern Copper position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 733 Southern Copper shares in Q4 2024, an estimated $79.8K.
  • Waldron Private Wealth first reported a position in Southern Copper in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Southern Copper position peaked at $79.8K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held Southern Copper as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.