TCI Wealth Advisors’s SunCoke Energy SXC Stock Holding History

TCI 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 Q2	–	Sell	-615	Closed	-$5.52K	–	2003
2023 Q1	$5.52K	Buy	615 +57	+10%	+$521	﹤0.01%	1459
2022 Q4	$4.82K	Hold	558	–	–	﹤0.01%	1550
2022 Q3	$3K	Hold	558	–	–	﹤0.01%	1841
2022 Q2	$4K	Hold	558	–	–	﹤0.01%	1697
2022 Q1	$5K	Hold	558	–	–	﹤0.01%	1597
2021 Q4	$4K	Buy	558 +175	+46%	+$1.16K	﹤0.01%	1899
2021 Q3	$2K	Buy	383 +104	+37%	+$714	﹤0.01%	2180
2021 Q2	$2K	Buy	+279	New	+$1.99K	﹤0.01%	2095
2020 Q1	–	Sell	-152	Closed	-$1K	–	1752
2019 Q4	$1K	Hold	152	–	–	﹤0.01%	1440
2019 Q3	$1K	Hold	152	–	–	﹤0.01%	1387
2019 Q2	$1K	Hold	152	–	–	﹤0.01%	1303
2019 Q1	$1K	Hold	152	–	–	﹤0.01%	1306
2018 Q4	$1K	Hold	152	–	–	﹤0.01%	1308
2018 Q3	$2K	Hold	152	–	–	﹤0.01%	1088
2018 Q2	$2K	Hold	152	–	–	﹤0.01%	1142
2018 Q1	$2K	Hold	152	–	–	﹤0.01%	1017
2017 Q4	$2K	Hold	152	–	–	﹤0.01%	1063
2017 Q3	$1K	Hold	152	–	–	﹤0.01%	1203
2017 Q2	$2K	Hold	152	–	–	﹤0.01%	1026
2017 Q1	$1K	Hold	152	–	–	﹤0.01%	1167
2016 Q4	$2K	Hold	152	–	–	﹤0.01%	1050
2016 Q3	$1K	Hold	152	–	–	﹤0.01%	1217
2016 Q2	$1K	Hold	152	–	–	﹤0.01%	1153
2016 Q1	$1K	Buy	+152	New	+$646	﹤0.01%	1159

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

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

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

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

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

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

TCI Wealth Advisors's SXC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of SunCoke Energy (SXC) in Q2 2023, closing a stake of 615 shares — an estimated $5.52K sold.

TCI Wealth Advisors first reported a position in SXC in Q1 2016 and held it in 24 quarters. The position peaked at $5.52K in Q1 2023. 214 funds tracked by Wall St. Rank hold SXC as of Q2 2023.

TCI Wealth Advisors reported no remaining SunCoke Energy position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 615 SunCoke Energy shares in Q2 2023, an estimated $5.52K.
TCI Wealth Advisors first reported a position in SunCoke Energy in Q1 2016 and held it in 24 quarters.
TCI Wealth Advisors's SunCoke Energy position peaked at $5.52K in Q1 2023.
214 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.