IFP Advisors’s SunCoke Energy SXC Stock Holding History

IFP 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 Q1	$9.37K	Sell	1,440 -3	-0.2%	-$21	﹤0.01%	3183
2025 Q4	$10.4K	Buy	1,443 +93	+7%	+$684	﹤0.01%	3045
2025 Q3	$11K	Buy	1,350 +1	+0.1%	+$8	﹤0.01%	2857
2025 Q2	$11.6K	Buy	1,349 +1,330	+7,000%	+$11.5K	﹤0.01%	2831
2025 Q1	$175	Hold	19	–	–	﹤0.01%	3704
2024 Q4	$203	Buy	+19	New	+$204	﹤0.01%	3740
2019 Q1	–	Sell	-143	Closed	-$1K	–	3329
2018 Q4	$1K	Hold	143	–	–	﹤0.01%	3380
2018 Q3	$2K	Hold	143	–	–	﹤0.01%	3577
2018 Q2	$2K	Hold	143	–	–	﹤0.01%	3634
2018 Q1	$2K	Hold	143	–	–	﹤0.01%	3543
2017 Q4	$2K	Sell	143 -519	-78%	-$5.6K	﹤0.01%	3594
2017 Q3	$6K	Hold	662	–	–	﹤0.01%	3328
2017 Q2	$7K	Buy	662 +54	+9%	+$494	﹤0.01%	3240
2017 Q1	$5K	Buy	608 +66	+12%	+$646	﹤0.01%	3326
2016 Q4	$6K	Hold	542	–	–	﹤0.01%	3213
2016 Q3	$4K	Hold	542	–	–	﹤0.01%	3359
2016 Q2	$3K	Buy	+542	New	+$3.42K	﹤0.01%	3367
2016 Q1	–	Sell	-468	Closed	-$2K	–	3331
2015 Q4	$2K	Buy	+468	New	+$2.24K	﹤0.01%	3366

Other funds holding SXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Renaissance Technologies

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return