AF
SXC icon

Allworth Financial’s SunCoke Energy SXC Stock Holding History

Allworth Financial’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
2026
Q1 		$14.1K Sell
2,164
-1,528
-41% -$10.8K ﹤0.01% 3242
2025
Q4 		$26.6K Sell
3,692
-417
-10% -$3.07K ﹤0.01% 2616
2025
Q3 		$33.5K Buy
4,109
+480
+13% +$3.82K ﹤0.01% 2388
2025
Q2 		$31.2K Buy
3,629
+1,620
+81% +$14K ﹤0.01% 2233
2025
Q1 		$19.3K Hold
2,009
– – ﹤0.01% 2101
2024
Q4 		$20.4K Sell
2,009
-191
-9% -$2.05K ﹤0.01% 2091
2024
Q3 		$19.1K Buy
2,200
+1
+0% +$9 ﹤0.01% 1943
2024
Q2 		$24K Buy
2,199
+1
+0% +$10 ﹤0.01% 1768
2024
Q1 		$24.8K Buy
2,198
+225
+11% +$2.43K ﹤0.01% 1649
2023
Q4 		$21.2K Buy
1,973
+13
+0.7% +$124 ﹤0.01% 1619
2023
Q3 		$19.9K Hold
1,960
– – ﹤0.01% 1517
2023
Q2 		$15.4K Hold
1,960
– – ﹤0.01% 1696
2023
Q1 		$17.6K Hold
1,960
– – ﹤0.01% 1536
2022
Q4 		$16.9K Hold
1,960
– – ﹤0.01% 1446
2022
Q3 		$11K Buy
1,960
+1,553
+382% +$10.4K ﹤0.01% 1635
2022
Q2 		$3K Buy
+407
New +$3.28K ﹤0.01% 1938

Other funds holding SXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return