WR Wealth Planners’s Southern Copper SCCO Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-931	Closed	-$65K	–	965
2023 Q1	$65K	Buy	+931	New	+$62.5K	0.03%	287

Other funds holding SCCO

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

WR Wealth Planners's SCCO Position: Q2 2023 in Review

WR Wealth Planners sold out of Southern Copper (SCCO) in Q2 2023, closing a stake of 931 shares — an estimated $65K sold.

WR Wealth Planners first reported a position in SCCO in Q1 2023 and held it in 1 quarter. The position peaked at $65K in Q1 2023. 501 funds tracked by Wall St. Rank hold SCCO as of Q2 2023.

WR Wealth Planners reported no remaining Southern Copper position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 931 Southern Copper shares in Q2 2023, an estimated $65K.
WR Wealth Planners first reported a position in Southern Copper in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Southern Copper position peaked at $65K in Q1 2023.
501 funds tracked by Wall St. Rank held Southern Copper as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.