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Kiely Wealth Advisory Group’s SunCoke Energy SXC Stock Holding History

Kiely Wealth Advisory Group’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
Q2 		– Sell
-20
Closed -$210 – 315
2024
Q1 		$210 Buy
+20
New +$216 ﹤0.01% 278

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kiely Wealth Advisory Group's SXC Position: Q2 2024 in Review

Kiely Wealth Advisory Group sold out of SunCoke Energy (SXC) in Q2 2024, closing a stake of 20 shares — an estimated $210 sold.

Kiely Wealth Advisory Group first reported a position in SXC in Q1 2024 and held it in 1 quarter. The position peaked at $210 in Q1 2024. 218 funds tracked by Wall St. Rank hold SXC as of Q2 2024.

  • Kiely Wealth Advisory Group reported no remaining SunCoke Energy position as of Q2 2024 after selling out during the quarter.
  • Kiely Wealth Advisory Group sold 20 SunCoke Energy shares in Q2 2024, an estimated $210.
  • Kiely Wealth Advisory Group first reported a position in SunCoke Energy in Q1 2024 and held it in 1 quarter.
  • Kiely Wealth Advisory Group's SunCoke Energy position peaked at $210 in Q1 2024.
  • 218 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.