Wealth Enhancement Advisory Services
SXC icon

Wealth Enhancement Advisory Services’s SunCoke Energy SXC Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$507K Buy
61,651
+47,155
+325% +$364K ﹤0.01% 2667
2026
Q1 		$95.1K Buy
14,496
+3,504
+32% +$24.8K ﹤0.01% 3329
2025
Q4 		$86.5K Sell
10,992
-4,915
-31% -$36.2K ﹤0.01% 3461
2025
Q3 		$134K Sell
15,907
-11,649
-42% -$92.8K ﹤0.01% 3262
2025
Q2 		$240K Buy
27,556
+16,008
+139% +$139K ﹤0.01% 2832
2025
Q1 		$106K Buy
+11,548
New +$111K ﹤0.01% 2751

Other funds holding SXC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return