Beaird Harris Wealth Management’s AdvanSix ASIX Stock Holding History

Beaird Harris 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
2024 Q3	–	Sell	-480	Closed	-$11K	–	528
2024 Q2	$11K	Hold	480	–	–	﹤0.01%	364
2024 Q1	$13.7K	Hold	480	–	–	﹤0.01%	307
2023 Q4	$14.4K	Hold	480	–	–	﹤0.01%	296
2023 Q3	$14.9K	Hold	480	–	–	﹤0.01%	249
2023 Q2	$16.8K	Hold	480	–	–	﹤0.01%	239
2023 Q1	$18.4K	Hold	480	–	–	﹤0.01%	231
2022 Q4	$18.3K	Hold	480	–	–	﹤0.01%	267
2022 Q3	$15K	Buy	+480	New	+$17.3K	﹤0.01%	250
2022 Q2	–	Sell	-480	Closed	-$25K	–	415
2022 Q1	$25K	Hold	480	–	–	0.01%	237
2021 Q4	$23K	Buy	+480	New	+$22.1K	0.01%	311

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

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

Beaird Harris Wealth Management's ASIX Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of AdvanSix (ASIX) in Q3 2024, closing a stake of 480 shares — an estimated $11K sold.

Beaird Harris Wealth Management first reported a position in ASIX in Q4 2021 and held it in 10 quarters. The position peaked at $25K in Q1 2022. 279 funds tracked by Wall St. Rank hold ASIX as of Q3 2024.

Beaird Harris Wealth Management reported no remaining AdvanSix position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 480 AdvanSix shares in Q3 2024, an estimated $11K.
Beaird Harris Wealth Management first reported a position in AdvanSix in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's AdvanSix position peaked at $25K in Q1 2022.
279 funds tracked by Wall St. Rank held AdvanSix as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.