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Beacon Bridge Wealth Partners’s SunCoke Energy SXC Stock Holding History

Beacon Bridge Wealth Partners’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
Q3 		– Sell
-11,534
Closed -$99.1K – 92
2025
Q2 		$99.1K Hold
11,534
– – 0.04% 86
2025
Q1 		$106K Hold
11,534
– – 0.05% 84
2024
Q4 		$123K Buy
11,534
+100
+0.9% +$1.07K 0.05% 86
2024
Q3 		$99.2K Buy
11,434
+100
+0.9% +$926 0.04% 86
2024
Q2 		$111K Buy
+11,334
New +$117K 0.05% 94

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Vanguard Group
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Bridge Wealth Partners's SXC Position: Q3 2025 in Review

Beacon Bridge Wealth Partners sold out of SunCoke Energy (SXC) in Q3 2025, closing a stake of 11,534 shares — an estimated $99.1K sold.

Beacon Bridge Wealth Partners first reported a position in SXC in Q2 2024 and held it in 5 quarters. The position peaked at $123K in Q4 2024. 228 funds tracked by Wall St. Rank hold SXC as of Q3 2025.

  • Beacon Bridge Wealth Partners reported no remaining SunCoke Energy position as of Q3 2025 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 11,534 SunCoke Energy shares in Q3 2025, an estimated $99.1K.
  • Beacon Bridge Wealth Partners first reported a position in SunCoke Energy in Q2 2024 and held it in 5 quarters.
  • Beacon Bridge Wealth Partners's SunCoke Energy position peaked at $123K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2025.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.