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Bartlett & Co Wealth Management’s SunCoke Energy SXC Stock Holding History

Bartlett & Co 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
2025
Q2 		– Sell
-143
Closed -$1.32K – 1324
2025
Q1 		$1.32K Buy
+143
New +$1.37K ﹤0.01% 1097

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Bartlett & Co Wealth Management's SXC Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of SunCoke Energy (SXC) in Q2 2025, closing a stake of 143 shares — an estimated $1.32K sold.

Bartlett & Co Wealth Management first reported a position in SXC in Q1 2025 and held it in 1 quarter. The position peaked at $1.32K in Q1 2025. 245 funds tracked by Wall St. Rank hold SXC as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining SunCoke Energy position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 143 SunCoke Energy shares in Q2 2025, an estimated $1.32K.
  • Bartlett & Co Wealth Management first reported a position in SunCoke Energy in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's SunCoke Energy position peaked at $1.32K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.