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CoreCap Advisors’s SunCoke Energy SXC Stock Holding History

CoreCap 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
2026
Q2 		$86.8K Sell
10,785
-1,638
-13% -$12.7K ﹤0.01% 1170
2026
Q1 		$80.9K Sell
12,423
-4,598
-27% -$32.5K ﹤0.01% 1113
2025
Q4 		$123K Buy
17,021
+2,982
+21% +$21.9K ﹤0.01% 959
2025
Q3 		$115K Buy
+14,039
New +$112K ﹤0.01% 981
2025
Q1 		– Sell
-115
Closed -$1.23K – 3302
2024
Q4 		$1.23K Hold
115
– – ﹤0.01% 2338
2024
Q3 		$998 Hold
115
– – ﹤0.01% 2274
2024
Q2 		$1.13K Hold
115
– – ﹤0.01% 1383
2024
Q1 		$1.3K Buy
+115
New +$1.24K ﹤0.01% 2192

Other funds holding SXC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return