TFO Wealth Partners’s SunCoke Energy SXC Stock Holding History

TFO Wealth Partners’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	-6	Closed	-$170	–	916
2022 Q4	$170	Buy	+6	New	+$46	﹤0.01%	660

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

TFO Wealth Partners's SXC Position: Q1 2023 in Review

TFO Wealth Partners sold out of SunCoke Energy (SXC) in Q1 2023, closing a stake of 6 shares — an estimated $170 sold.

TFO Wealth Partners first reported a position in SXC in Q4 2022 and held it in 1 quarter. The position peaked at $170 in Q4 2022. 218 funds tracked by Wall St. Rank hold SXC as of Q1 2023.

TFO Wealth Partners reported no remaining SunCoke Energy position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 6 SunCoke Energy shares in Q1 2023, an estimated $170.
TFO Wealth Partners first reported a position in SunCoke Energy in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's SunCoke Energy position peaked at $170 in Q4 2022.
218 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.