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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

One Wealth Advisors's SXC Position: Q4 2025 in Review

One Wealth Advisors sold out of SunCoke Energy (SXC) in Q4 2025, closing a stake of 25,726 shares — an estimated $210K sold.

One Wealth Advisors first reported a position in SXC in Q2 2021 and held it in 12 quarters. The position peaked at $249K in Q1 2025. 223 funds tracked by Wall St. Rank hold SXC as of Q4 2025.

  • One Wealth Advisors reported no remaining SunCoke Energy position as of Q4 2025 after selling out during the quarter.
  • One Wealth Advisors sold 25,726 SunCoke Energy shares in Q4 2025, an estimated $210K.
  • One Wealth Advisors first reported a position in SunCoke Energy in Q2 2021 and held it in 12 quarters.
  • One Wealth Advisors's SunCoke Energy position peaked at $249K in Q1 2025.
  • 223 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2025.

Based on One Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.