CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s SunCoke Energy SXC Stock Holding History

CAPTRUST Financial 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
Q3 		– Sell
-4,727
Closed -$32K – 3823
2022
Q2 		$32K Sell
4,727
-231
-5% -$1.86K ﹤0.01% 3088
2022
Q1 		$44K Buy
4,958
+2,917
+143% +$23K ﹤0.01% 2888
2021
Q4 		$13K Sell
2,041
-124
-6% -$822 ﹤0.01% 3572
2021
Q3 		$14K Buy
2,165
+290
+15% +$1.99K ﹤0.01% 3409
2021
Q2 		$13K Hold
1,875
– – ﹤0.01% 3396
2021
Q1 		$13K Buy
1,875
+1,715
+1,072% +$10.6K ﹤0.01% 3295
2020
Q4 		$1K Buy
160
+100
+167% +$419 ﹤0.01% 3310
2020
Q3 		$0 Buy
+60
New +$196 ﹤0.01% 3231

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
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

CAPTRUST Financial Advisors's SXC Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of SunCoke Energy (SXC) in Q3 2022, closing a stake of 4,727 shares — an estimated $32K sold.

CAPTRUST Financial Advisors first reported a position in SXC in Q3 2020 and held it in 8 quarters. The position peaked at $44K in Q1 2022. 191 funds tracked by Wall St. Rank hold SXC as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining SunCoke Energy position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,727 SunCoke Energy shares in Q3 2022, an estimated $32K.
  • CAPTRUST Financial Advisors first reported a position in SunCoke Energy in Q3 2020 and held it in 8 quarters.
  • CAPTRUST Financial Advisors's SunCoke Energy position peaked at $44K in Q1 2022.
  • 191 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.