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WR Wealth Planners’s SunCoke Energy SXC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$289 Buy
+27
New +$289 ﹤0.01% 1048
2024
Q3 		– Sell
-29
Closed -$284 – 1205
2024
Q2 		$284 Hold
29
– – ﹤0.01% 1093
2024
Q1 		$327 Buy
+29
New +$313 ﹤0.01% 1097

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's SXC Position: Q4 2024 in Review

WR Wealth Planners opened a new position in SunCoke Energy (SXC) in Q4 2024: 27 shares worth $289. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in SXC as recently as Q2 2024.

WR Wealth Planners first reported a position in SXC in Q1 2024 and has held it in 3 quarters since. The position peaked at $327 in Q1 2024. 251 funds tracked by Wall St. Rank hold SXC as of Q4 2024.

  • WR Wealth Planners held 27 shares of SunCoke Energy worth $289 as of Q4 2024.
  • SunCoke Energy was a new WR Wealth Planners position in Q4 2024.
  • SunCoke Energy made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1048 holding.
  • WR Wealth Planners first reported a position in SunCoke Energy in Q1 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's SunCoke Energy position peaked at $327 in Q1 2024.
  • 251 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.