Avior Wealth Management’s AdvanSix ASIX Stock Holding History

Avior 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 Q1	–	Sell	-15	Closed	-$441	–	843
2024 Q4	$441	Hold	15	–	–	﹤0.01%	2302
2024 Q3	$470	Buy	+15	New	+$409	﹤0.01%	2175
2024 Q2	–	Sell	-64	Closed	-$1.84K	–	2361
2024 Q1	$1.84K	Buy	64 +49	+327%	+$1.31K	﹤0.01%	2287
2023 Q4	$464	Buy	+15	New	+$417	﹤0.01%	1433
2019 Q2	–	Sell	-9	Closed	–	–	837
2019 Q1	$0	Hold	9	–	–	﹤0.01%	645
2018 Q4	$0	Sell	9 -4	-31%	-$111	﹤0.01%	701
2018 Q3	$0	Hold	13	–	–	﹤0.01%	729
2018 Q2	$0	Hold	13	–	–	﹤0.01%	777
2018 Q1	$0	Hold	13	–	–	﹤0.01%	783
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	712
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	474
2017 Q2	$0	Sell	13 -167	-93%	-$4.76K	﹤0.01%	447
2017 Q1	$5K	Sell	180 -32	-15%	-$829	﹤0.01%	405
2016 Q4	$5K	Buy	+212	New	+$3.81K	﹤0.01%	382

Other funds holding ASIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's ASIX Position: Q1 2025 in Review

Avior Wealth Management sold out of AdvanSix (ASIX) in Q1 2025, closing a stake of 15 shares — an estimated $441 sold.

Avior Wealth Management first reported a position in ASIX in Q4 2016 and held it in 14 quarters. The position peaked at $5K in Q1 2017. 277 funds tracked by Wall St. Rank hold ASIX as of Q1 2025.

Avior Wealth Management reported no remaining AdvanSix position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 15 AdvanSix shares in Q1 2025, an estimated $441.
Avior Wealth Management first reported a position in AdvanSix in Q4 2016 and held it in 14 quarters.
Avior Wealth Management's AdvanSix position peaked at $5K in Q1 2017.
277 funds tracked by Wall St. Rank held AdvanSix as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.