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Capital Asset Advisory Services’s SunCoke Energy SXC Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-464
Closed -$2K – 1412
2020
Q4 		$2K Buy
+464
New +$1.94K ﹤0.01% 1466

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Dimensional Fund Advisors
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NC
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Asset Advisory Services's SXC Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of SunCoke Energy (SXC) in Q1 2021, closing a stake of 464 shares — an estimated $2K sold.

Capital Asset Advisory Services first reported a position in SXC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 174 funds tracked by Wall St. Rank hold SXC as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining SunCoke Energy position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 464 SunCoke Energy shares in Q1 2021, an estimated $2K.
  • Capital Asset Advisory Services first reported a position in SunCoke Energy in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's SunCoke Energy position peaked at $2K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.