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Kingsview Wealth Management’s SunCoke Energy SXC Stock Holding History

Kingsview 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
2023
Q3 		– Sell
-10,424
Closed -$82K – 1004
2023
Q2 		$82K Sell
10,424
-185,160
-95% -$1.45M ﹤0.01% 884
2023
Q1 		$1.76M Buy
+195,584
New +$1.79M 0.07% 262

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's SXC Position: Q3 2023 in Review

Kingsview Wealth Management sold out of SunCoke Energy (SXC) in Q3 2023, closing a stake of 10,424 shares — an estimated $82K sold.

Kingsview Wealth Management first reported a position in SXC in Q1 2023 and held it in 2 quarters. The position peaked at $1.76M in Q1 2023. 213 funds tracked by Wall St. Rank hold SXC as of Q3 2023.

  • Kingsview Wealth Management reported no remaining SunCoke Energy position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 10,424 SunCoke Energy shares in Q3 2023, an estimated $82K.
  • Kingsview Wealth Management first reported a position in SunCoke Energy in Q1 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's SunCoke Energy position peaked at $1.76M in Q1 2023.
  • 213 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.