CIA
SXC icon

Concurrent Investment Advisors’s SunCoke Energy SXC Stock Holding History

Concurrent Investment 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
2024
Q1 		– Sell
-35,588
Closed -$382K – 994
2023
Q4 		$382K Buy
+35,588
New +$339K 0.02% 565

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concurrent Investment Advisors's SXC Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of SunCoke Energy (SXC) in Q1 2024, closing a stake of 35,588 shares — an estimated $382K sold.

Concurrent Investment Advisors first reported a position in SXC in Q4 2023 and held it in 1 quarter. The position peaked at $382K in Q4 2023. 228 funds tracked by Wall St. Rank hold SXC as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining SunCoke Energy position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 35,588 SunCoke Energy shares in Q1 2024, an estimated $382K.
  • Concurrent Investment Advisors first reported a position in SunCoke Energy in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's SunCoke Energy position peaked at $382K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.