Sutton Wealth Advisors’s SunCoke Energy SXC Stock Holding History

Sutton 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 Q1	–	Sell	-2,821	Closed	-$24.3K	–	1477
2022 Q4	$24.3K	Hold	2,821	–	–	0.01%	615
2022 Q3	$16.4K	Sell	2,821 -3	-0.1%	-$20	0.01%	725
2022 Q2	$19.2K	Hold	2,824	–	–	0.01%	691
2022 Q1	$25.2K	Hold	2,824	–	–	0.01%	634
2021 Q4	$18.6K	Buy	2,824 +19	+0.7%	+$126	0.01%	726
2021 Q3	$17.6K	Hold	2,805	–	–	0.01%	735
2021 Q2	$20K	Hold	2,805	–	–	0.01%	699
2021 Q1	$19.7K	Hold	2,805	–	–	0.01%	677
2020 Q4	$12.2K	Hold	2,805	–	–	0.01%	758
2020 Q3	$9.59K	Hold	2,805	–	–	﹤0.01%	750
2020 Q2	$8.3K	Hold	2,805	–	–	﹤0.01%	750
2020 Q1	$10.8K	Buy	2,805 +1,385	+98%	+$7.02K	0.01%	634
2019 Q4	$8.85K	Hold	1,420	–	–	﹤0.01%	850
2019 Q3	$8.01K	Hold	1,420	–	–	﹤0.01%	852
2019 Q2	$12.6K	Hold	1,420	–	–	0.01%	722
2019 Q1	$12.1K	Hold	1,420	–	–	0.01%	739
2018 Q4	$12.1K	Hold	1,420	–	–	0.01%	690
2018 Q3	$16.5K	Hold	1,420	–	–	0.01%	658
2018 Q2	$19K	Hold	1,420	–	–	0.01%	608
2018 Q1	$15.3K	Hold	1,420	–	–	0.01%	672
2017 Q4	$17K	Hold	1,420	–	–	0.01%	607
2017 Q3	$13K	Hold	1,420	–	–	0.01%	697
2017 Q2	$15.5K	Hold	1,420	–	–	0.01%	618
2017 Q1	$12.7K	Hold	1,420	–	–	0.01%	650
2016 Q4	$16.1K	Hold	1,420	–	–	0.01%	561
2016 Q3	$11.4K	Hold	1,420	–	–	0.01%	630
2016 Q2	$8.26K	Hold	1,420	–	–	0.01%	674
2016 Q1	$9.23K	Buy	+1,420	New	+$6.04K	0.01%	627

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

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

Sutton Wealth Advisors's SXC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of SunCoke Energy (SXC) in Q1 2023, closing a stake of 2,821 shares — an estimated $24.3K sold.

Sutton Wealth Advisors first reported a position in SXC in Q1 2016 and held it in 28 quarters. The position peaked at $25.2K in Q1 2022. 218 funds tracked by Wall St. Rank hold SXC as of Q1 2023.

Sutton Wealth Advisors reported no remaining SunCoke Energy position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 2,821 SunCoke Energy shares in Q1 2023, an estimated $24.3K.
Sutton Wealth Advisors first reported a position in SunCoke Energy in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's SunCoke Energy position peaked at $25.2K in Q1 2022.
218 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.