Paulson Wealth Management’s SunCoke Energy SXC Stock Holding History

Paulson 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
2024 Q4	–	Sell	-13,505	Closed	-$117K	–	151
2024 Q3	$117K	Hold	13,505	–	–	0.03%	149
2024 Q2	$132K	Hold	13,505	–	–	0.04%	142
2024 Q1	$152K	Sell	13,505 -882	-6%	-$9.53K	0.04%	143
2023 Q4	$155K	Hold	14,387	–	–	0.05%	134
2023 Q3	$146K	Buy	14,387 +2,172	+18%	+$19.7K	0.05%	129
2023 Q2	$96.1K	Buy	+12,215	New	+$95.9K	0.03%	128

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paulson Wealth Management's SXC Position: Q4 2024 in Review

Paulson Wealth Management sold out of SunCoke Energy (SXC) in Q4 2024, closing a stake of 13,505 shares — an estimated $117K sold.

Paulson Wealth Management first reported a position in SXC in Q2 2023 and held it in 6 quarters. The position peaked at $155K in Q4 2023. 251 funds tracked by Wall St. Rank hold SXC as of Q4 2024.

Paulson Wealth Management reported no remaining SunCoke Energy position as of Q4 2024 after selling out during the quarter.
Paulson Wealth Management sold 13,505 SunCoke Energy shares in Q4 2024, an estimated $117K.
Paulson Wealth Management first reported a position in SunCoke Energy in Q2 2023 and held it in 6 quarters.
Paulson Wealth Management's SunCoke Energy position peaked at $155K in Q4 2023.
251 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2024.

Based on Paulson Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.