Geneos Wealth Management’s SunCoke Energy SXC Stock Holding History

Geneos Wealth Management’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 Q2	–	Sell	-505	Closed	-$3K	–	3103
2021 Q1	$3K	Buy	+505	New	+$3.12K	﹤0.01%	2827
2017 Q2	–	Sell	-403	Closed	-$3K	–	2133
2017 Q1	$3K	Buy	+403	New	+$3.94K	﹤0.01%	1826

Other funds holding SXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return

Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geneos Wealth Management's SXC Position: Q2 2021 in Review

Geneos Wealth Management sold out of SunCoke Energy (SXC) in Q2 2021, closing a stake of 505 shares — an estimated $3K sold.

Geneos Wealth Management first reported a position in SXC in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 173 funds tracked by Wall St. Rank hold SXC as of Q2 2021.

Geneos Wealth Management reported no remaining SunCoke Energy position as of Q2 2021 after selling out during the quarter.
Geneos Wealth Management sold 505 SunCoke Energy shares in Q2 2021, an estimated $3K.
Geneos Wealth Management first reported a position in SunCoke Energy in Q1 2017 and held it in 2 quarters.
Geneos Wealth Management's SunCoke Energy position peaked at $3K in Q1 2021.
173 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2021.

Based on Geneos Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.