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Venturi Wealth Management’s SunCoke Energy SXC Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-774
Closed -$8.28K – 1673
2024
Q4 		$8.28K Buy
+774
New +$8.29K ﹤0.01% 1481

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Venturi Wealth Management's SXC Position: Q1 2025 in Review

Venturi Wealth Management sold out of SunCoke Energy (SXC) in Q1 2025, closing a stake of 774 shares — an estimated $8.28K sold.

Venturi Wealth Management first reported a position in SXC in Q4 2024 and held it in 1 quarter. The position peaked at $8.28K in Q4 2024. 249 funds tracked by Wall St. Rank hold SXC as of Q1 2025.

  • Venturi Wealth Management reported no remaining SunCoke Energy position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 774 SunCoke Energy shares in Q1 2025, an estimated $8.28K.
  • Venturi Wealth Management first reported a position in SunCoke Energy in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's SunCoke Energy position peaked at $8.28K in Q4 2024.
  • 249 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.