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Belpointe Asset Management’s SunCoke Energy SXC Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-104
Closed -$934 – 3059
2023
Q1 		$934 Hold
104
– – ﹤0.01% 3486
2022
Q4 		$898 Buy
+104
New +$804 ﹤0.01% 3459

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's SXC Position: Q2 2023 in Review

Belpointe Asset Management sold out of SunCoke Energy (SXC) in Q2 2023, closing a stake of 104 shares — an estimated $934 sold.

Belpointe Asset Management first reported a position in SXC in Q4 2022 and held it in 2 quarters. The position peaked at $934 in Q1 2023. 214 funds tracked by Wall St. Rank hold SXC as of Q2 2023.

  • Belpointe Asset Management reported no remaining SunCoke Energy position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 104 SunCoke Energy shares in Q2 2023, an estimated $934.
  • Belpointe Asset Management first reported a position in SunCoke Energy in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's SunCoke Energy position peaked at $934 in Q1 2023.
  • 214 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.