WMS Partners’s Southern Copper SCCO Stock Holding History

WMS Partners’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
2022 Q2	–	Sell	-3,883	Closed	-$273K	–	282
2022 Q1	$273K	Buy	+3,883	New	+$249K	0.04%	201

Other funds holding SCCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMS Partners's SCCO Position: Q2 2022 in Review

WMS Partners sold out of Southern Copper (SCCO) in Q2 2022, closing a stake of 3,883 shares — an estimated $273K sold.

WMS Partners first reported a position in SCCO in Q1 2022 and held it in 1 quarter. The position peaked at $273K in Q1 2022. 446 funds tracked by Wall St. Rank hold SCCO as of Q2 2022.

WMS Partners reported no remaining Southern Copper position as of Q2 2022 after selling out during the quarter.
WMS Partners sold 3,883 Southern Copper shares in Q2 2022, an estimated $273K.
WMS Partners first reported a position in Southern Copper in Q1 2022 and held it in 1 quarter.
WMS Partners's Southern Copper position peaked at $273K in Q1 2022.
446 funds tracked by Wall St. Rank held Southern Copper as of Q2 2022.

Based on WMS Partners's 13F filing for Q2 2022, filed 5 Aug 2022.