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True Wealth Design’s SunCoke Energy SXC Stock Holding History

True Wealth Design’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
2026
Q3 		$3.59K Buy
381
+14
+4% +$130 ﹤0.01% 1460
2026
Q2 		$2.96K Buy
+367
New +$2.84K ﹤0.01% 1546
2025
Q4 		– Sell
-87
Closed -$710 – 2805
2025
Q3 		$710 Buy
87
+73
+521% +$582 ﹤0.01% 1880
2025
Q2 		$121 Sell
14
-5
-26% -$43 ﹤0.01% 2192
2025
Q1 		$175 Buy
+19
New +$182 ﹤0.01% 2013

Other funds holding SXC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

True Wealth Design's SXC Position: Q3 2026 in Review

True Wealth Design increased its SunCoke Energy (SXC) stake by 3.8% in Q3 2026, buying an estimated $130 and bringing the position to 381 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

True Wealth Design first reported a position in SXC in Q1 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold SXC as of Q3 2026.

  • True Wealth Design held 381 shares of SunCoke Energy worth $3.59K as of Q3 2026.
  • True Wealth Design bought 14 SunCoke Energy shares in Q3 2026, an estimated $130.
  • SunCoke Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1460 holding.
  • True Wealth Design first reported a position in SunCoke Energy in Q1 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.