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Abound Wealth Management’s AdvanSix ASIX Stock Holding History

Abound Wealth Management’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6
Closed -$117 – 1435
2025
Q3 		$117 Hold
6
– – ﹤0.01% 1286
2025
Q2 		$143 Hold
6
– – ﹤0.01% 1152
2025
Q1 		$136 Hold
6
– – ﹤0.01% 1141
2024
Q4 		$171 Sell
6
-1
-14% -$30 ﹤0.01% 1136
2024
Q3 		$213 Buy
+7
New +$191 ﹤0.01% 1120

Other funds holding ASIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's ASIX Position: Q4 2025 in Review

Abound Wealth Management sold out of AdvanSix (ASIX) in Q4 2025, closing a stake of 6 shares — an estimated $117 sold.

Abound Wealth Management first reported a position in ASIX in Q3 2024 and held it in 5 quarters. The position peaked at $213 in Q3 2024. 278 funds tracked by Wall St. Rank hold ASIX as of Q4 2025.

  • Abound Wealth Management reported no remaining AdvanSix position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 6 AdvanSix shares in Q4 2025, an estimated $117.
  • Abound Wealth Management first reported a position in AdvanSix in Q3 2024 and held it in 5 quarters.
  • Abound Wealth Management's AdvanSix position peaked at $213 in Q3 2024.
  • 278 funds tracked by Wall St. Rank held AdvanSix as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.