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Center for Financial Planning’s SunCoke Energy SXC Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-700
Closed -$4K – 564
2021
Q3 		$4K Buy
+700
New +$4.81K ﹤0.01% 421
2020
Q2 		– Sell
-218
Closed -$1K – 564
2020
Q1 		$1K Hold
218
– – ﹤0.01% 554
2019
Q4 		$1K Buy
+218
New +$1.21K ﹤0.01% 448

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
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
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Center for Financial Planning's SXC Position: Q4 2021 in Review

Center for Financial Planning sold out of SunCoke Energy (SXC) in Q4 2021, closing a stake of 700 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in SXC in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 182 funds tracked by Wall St. Rank hold SXC as of Q4 2021.

  • Center for Financial Planning reported no remaining SunCoke Energy position as of Q4 2021 after selling out during the quarter.
  • Center for Financial Planning sold 700 SunCoke Energy shares in Q4 2021, an estimated $4K.
  • Center for Financial Planning first reported a position in SunCoke Energy in Q4 2019 and held it in 3 quarters.
  • Center for Financial Planning's SunCoke Energy position peaked at $4K in Q3 2021.
  • 182 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2021.

Based on Center for Financial Planning's 13F filing for Q4 2021, filed 8 Feb 2022.