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Arkadios Wealth Advisors’s AdvanSix ASIX Stock Holding History

Arkadios Wealth Advisors’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
2021
Q3 		– Sell
-1
Closed – – 1863
2021
Q2 		$0 Hold
1
– – ﹤0.01% 1940
2021
Q1 		$0 Buy
+1
New +$26 ﹤0.01% 1637
2020
Q4 		– Sell
-1
Closed -$14 – 1360
2020
Q3 		$14 Hold
1
– – ﹤0.01% 1018
2020
Q2 		$10 Hold
1
– – ﹤0.01% 944
2020
Q1 		$10 Hold
1
– – ﹤0.01% 1183
2019
Q4 		$19 Buy
+1
New +$22 ﹤0.01% 987

Other funds holding ASIX

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
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's ASIX Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of AdvanSix (ASIX) in Q3 2021, closing a stake of 1 share.

Arkadios Wealth Advisors first reported a position in ASIX in Q4 2019 and held it in 6 quarters. The position peaked at $19 in Q4 2019. 304 funds tracked by Wall St. Rank hold ASIX as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining AdvanSix position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1 AdvanSix share in Q3 2021.
  • Arkadios Wealth Advisors first reported a position in AdvanSix in Q4 2019 and held it in 6 quarters.
  • Arkadios Wealth Advisors's AdvanSix position peaked at $19 in Q4 2019.
  • 304 funds tracked by Wall St. Rank held AdvanSix as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.