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Atria Wealth Solutions’s AdvanSix ASIX Stock Holding History

Atria Wealth Solutions’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
Q2 		$263K Hold
11,060
– – 0.01% 1226
2025
Q1 		$251K Sell
11,060
-1,100
-9% -$30.6K ﹤0.01% 1587
2024
Q4 		$346K Sell
12,160
-283
-2% -$8.56K ﹤0.01% 1459
2024
Q3 		$378K Buy
+12,443
New +$339K ﹤0.01% 1381

Other funds holding ASIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Atria Wealth Solutions's ASIX Position: Q2 2025 in Review

Atria Wealth Solutions held its AdvanSix (ASIX) position steady in Q2 2025 at 11,060 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1226.

Atria Wealth Solutions first reported a position in ASIX in Q3 2024 and has held it in 4 quarters since. The position peaked at $378K in Q3 2024. 280 funds tracked by Wall St. Rank hold ASIX as of Q2 2025.

  • Atria Wealth Solutions held 11,060 shares of AdvanSix worth $263K as of Q2 2025.
  • Atria Wealth Solutions left its AdvanSix share count unchanged in Q2 2025.
  • AdvanSix made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1226 holding.
  • Atria Wealth Solutions first reported a position in AdvanSix in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's AdvanSix position peaked at $378K in Q3 2024.
  • 280 funds tracked by Wall St. Rank held AdvanSix as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.