One Wealth Advisors’s SunCoke Energy SXC Stock Holding History

One Wealth 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
2025 Q4	–	Sell	-25,726	Closed	-$210K	–	330
2025 Q3	$210K	Sell	25,726 -391	-1%	-$3.12K	0.03%	297
2025 Q2	$224K	Sell	26,117 -959	-4%	-$8.32K	0.03%	263
2025 Q1	$249K	Buy	27,076 +10,128	+60%	+$97.2K	0.04%	239
2024 Q4	$181K	Hold	16,948	–	–	0.03%	245
2024 Q3	$147K	Buy	+16,948	New	+$157K	0.02%	263
2024 Q2	–	Sell	-11,097	Closed	-$125K	–	267
2024 Q1	$125K	Sell	11,097 -31	-0.3%	-$335	0.02%	246
2023 Q4	$120K	Buy	+11,128	New	+$106K	0.02%	206
2022 Q3	–	Sell	-20,528	Closed	-$140K	–	211
2022 Q2	$140K	Sell	20,528 -6,919	-25%	-$55.8K	0.04%	186
2022 Q1	$245K	Buy	27,447 +1,384	+5%	+$10.9K	0.06%	177
2021 Q4	$172K	Sell	26,063 -3,901	-13%	-$25.9K	0.04%	192
2021 Q3	$188K	Buy	29,964 +12,257	+69%	+$84.2K	0.06%	206
2021 Q2	$126K	Buy	+17,707	New	+$126K	0.04%	174

Other funds holding SXC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return