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Affinity Wealth Management’s SunCoke Energy SXC Stock Holding History

Affinity 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
-210,774
Closed -$2.07M – 109
2024
Q2 		$2.07M Buy
210,774
+5,961
+3% +$61.6K 0.38% 39
2024
Q1 		$2.31M Buy
+204,813
New +$2.21M 0.43% 42

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

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

Affinity Wealth Management sold out of SunCoke Energy (SXC) in Q3 2024, closing a stake of 210,774 shares — an estimated $2.07M sold.

Affinity Wealth Management first reported a position in SXC in Q1 2024 and held it in 2 quarters. The position peaked at $2.31M in Q1 2024. 242 funds tracked by Wall St. Rank hold SXC as of Q3 2024.

  • Affinity Wealth Management reported no remaining SunCoke Energy position as of Q3 2024 after selling out during the quarter.
  • Affinity Wealth Management sold 210,774 SunCoke Energy shares in Q3 2024, an estimated $2.07M.
  • Affinity Wealth Management first reported a position in SunCoke Energy in Q1 2024 and held it in 2 quarters.
  • Affinity Wealth Management's SunCoke Energy position peaked at $2.31M in Q1 2024.
  • 242 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2024.

Based on Affinity Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.