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Integrated Wealth Concepts’s SunCoke Energy SXC Stock Holding History

Integrated Wealth Concepts’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
-20,801
Closed -$223K – 1705
2023
Q4 		$223K Buy
20,801
+757
+4% +$7.22K ﹤0.01% 1414
2023
Q3 		$203K Buy
+20,044
New +$181K ﹤0.01% 1411

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

Integrated Wealth Concepts's SXC Position: Q1 2024 in Review

Integrated Wealth Concepts sold out of SunCoke Energy (SXC) in Q1 2024, closing a stake of 20,801 shares — an estimated $223K sold.

Integrated Wealth Concepts first reported a position in SXC in Q3 2023 and held it in 2 quarters. The position peaked at $223K in Q4 2023. 228 funds tracked by Wall St. Rank hold SXC as of Q1 2024.

  • Integrated Wealth Concepts reported no remaining SunCoke Energy position as of Q1 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 20,801 SunCoke Energy shares in Q1 2024, an estimated $223K.
  • Integrated Wealth Concepts first reported a position in SunCoke Energy in Q3 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's SunCoke Energy position peaked at $223K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2024.

Based on Integrated Wealth Concepts's 13F filing for Q1 2024, filed 15 May 2024.