Amplius Wealth Advisors’s SunCoke Energy SXC Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-424	Closed	-$2K	–	802
2021 Q4	$2K	Buy	+424	New	+$2.81K	﹤0.01%	859

Other funds holding SXC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

BCA

Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Amplius Wealth Advisors's SXC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of SunCoke Energy (SXC) in Q1 2022, closing a stake of 424 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in SXC in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 194 funds tracked by Wall St. Rank hold SXC as of Q1 2022.

Amplius Wealth Advisors reported no remaining SunCoke Energy position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 424 SunCoke Energy shares in Q1 2022, an estimated $2K.
Amplius Wealth Advisors first reported a position in SunCoke Energy in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's SunCoke Energy position peaked at $2K in Q4 2021.
194 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.