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Wetzel Investment Advisors’s Southern Copper SCCO Stock Holding History

Wetzel Investment Advisors’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
-51
Closed -$5.01K – 749
2024
Q2 		$5.01K Hold
51
– – ﹤0.01% 587
2024
Q1 		$5.42K Buy
+51
New +$4.03K ﹤0.01% 660

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

Wetzel Investment Advisors's SCCO Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Southern Copper (SCCO) in Q3 2024, closing a stake of 51 shares — an estimated $5.01K sold.

Wetzel Investment Advisors first reported a position in SCCO in Q1 2024 and held it in 2 quarters. The position peaked at $5.42K in Q1 2024. 624 funds tracked by Wall St. Rank hold SCCO as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Southern Copper position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 51 Southern Copper shares in Q3 2024, an estimated $5.01K.
  • Wetzel Investment Advisors first reported a position in Southern Copper in Q1 2024 and held it in 2 quarters.
  • Wetzel Investment Advisors's Southern Copper position peaked at $5.42K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Southern Copper as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.