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Abound Wealth Management’s SunCoke Energy SXC Stock Holding History

Abound Wealth Management’s Portfolio SXC Stock Details SXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28
Closed -$275 – 1343
2024
Q2 		$275 Hold
28
– – ﹤0.01% 1012
2024
Q1 		$316 Hold
28
– – ﹤0.01% 1109
2023
Q4 		$301 Buy
+28
New +$267 ﹤0.01% 1158

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Abound Wealth Management's SXC Position: Q3 2024 in Review

Abound Wealth Management sold out of SunCoke Energy (SXC) in Q3 2024, closing a stake of 28 shares — an estimated $275 sold.

Abound Wealth Management first reported a position in SXC in Q4 2023 and held it in 3 quarters. The position peaked at $316 in Q1 2024. 242 funds tracked by Wall St. Rank hold SXC as of Q3 2024.

  • Abound Wealth Management reported no remaining SunCoke Energy position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 28 SunCoke Energy shares in Q3 2024, an estimated $275.
  • Abound Wealth Management first reported a position in SunCoke Energy in Q4 2023 and held it in 3 quarters.
  • Abound Wealth Management's SunCoke Energy position peaked at $316 in Q1 2024.
  • 242 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.