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WFA of San Diego’s Southern Copper SCCO Stock Holding History

WFA of San Diego’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
2023
Q1 		– Sell
-162
Closed -$9.06K – 350
2022
Q4 		$9.06K Buy
+162
New +$8.27K 0.01% 365
2020
Q3 		– Sell
-7,674
Closed -$301K – 212
2020
Q2 		$301K Buy
+7,674
New +$243K 0.07% 205

Other funds holding SCCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

WFA of San Diego's SCCO Position: Q1 2023 in Review

WFA of San Diego sold out of Southern Copper (SCCO) in Q1 2023, closing a stake of 162 shares — an estimated $9.06K sold.

WFA of San Diego first reported a position in SCCO in Q2 2020 and held it in 2 quarters. The position peaked at $301K in Q2 2020. 504 funds tracked by Wall St. Rank hold SCCO as of Q1 2023.

  • WFA of San Diego reported no remaining Southern Copper position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 162 Southern Copper shares in Q1 2023, an estimated $9.06K.
  • WFA of San Diego first reported a position in Southern Copper in Q2 2020 and held it in 2 quarters.
  • WFA of San Diego's Southern Copper position peaked at $301K in Q2 2020.
  • 504 funds tracked by Wall St. Rank held Southern Copper as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.