WealthTrak Capital Management’s Southern Copper SCCO Stock Holding History

WealthTrak Capital 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
2025 Q3	–	Sell	-11	Closed	-$1.01K	–	746
2025 Q2	$1.01K	Sell	11 -3	-21%	-$261	﹤0.01%	535
2025 Q1	$1.22K	Buy	14 +9	+180%	+$799	﹤0.01%	482
2024 Q4	$456	Buy	+5	New	+$493	﹤0.01%	602

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthTrak Capital Management's SCCO Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Southern Copper (SCCO) in Q3 2025, closing a stake of 11 shares — an estimated $1.01K sold.

WealthTrak Capital Management first reported a position in SCCO in Q4 2024 and held it in 3 quarters. The position peaked at $1.22K in Q1 2025. 687 funds tracked by Wall St. Rank hold SCCO as of Q3 2025.

WealthTrak Capital Management reported no remaining Southern Copper position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 11 Southern Copper shares in Q3 2025, an estimated $1.01K.
WealthTrak Capital Management first reported a position in Southern Copper in Q4 2024 and held it in 3 quarters.
WealthTrak Capital Management's Southern Copper position peaked at $1.22K in Q1 2025.
687 funds tracked by Wall St. Rank held Southern Copper as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.