Regent Peak Wealth Advisors’s SunCoke Energy SXC Stock Holding History

Regent Peak 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
2023 Q4	–	Sell	-14,276	Closed	-$145K	–	174
2023 Q3	$145K	Buy	+14,276	New	+$129K	0.04%	145
2023 Q2	–	Sell	-12,670	Closed	-$114K	–	166
2023 Q1	$114K	Buy	+12,670	New	+$116K	0.04%	157

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Regent Peak Wealth Advisors's SXC Position: Q4 2023 in Review

Regent Peak Wealth Advisors sold out of SunCoke Energy (SXC) in Q4 2023, closing a stake of 14,276 shares — an estimated $145K sold.

Regent Peak Wealth Advisors first reported a position in SXC in Q1 2023 and held it in 2 quarters. The position peaked at $145K in Q3 2023. 216 funds tracked by Wall St. Rank hold SXC as of Q4 2023.

Regent Peak Wealth Advisors reported no remaining SunCoke Energy position as of Q4 2023 after selling out during the quarter.
Regent Peak Wealth Advisors sold 14,276 SunCoke Energy shares in Q4 2023, an estimated $145K.
Regent Peak Wealth Advisors first reported a position in SunCoke Energy in Q1 2023 and held it in 2 quarters.
Regent Peak Wealth Advisors's SunCoke Energy position peaked at $145K in Q3 2023.
216 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.