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Belpointe Asset Management’s AdvanSix ASIX Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-37
Closed -$1.43K – 770
2023
Q1 		$1.43K Buy
37
+2
+6% +$80 ﹤0.01% 3402
2022
Q4 		$1.34K Buy
+35
New +$1.31K ﹤0.01% 3374

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Belpointe Asset Management's ASIX Position: Q2 2023 in Review

Belpointe Asset Management sold out of AdvanSix (ASIX) in Q2 2023, closing a stake of 37 shares — an estimated $1.43K sold.

Belpointe Asset Management first reported a position in ASIX in Q4 2022 and held it in 2 quarters. The position peaked at $1.43K in Q1 2023. 291 funds tracked by Wall St. Rank hold ASIX as of Q2 2023.

  • Belpointe Asset Management reported no remaining AdvanSix position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 37 AdvanSix shares in Q2 2023, an estimated $1.43K.
  • Belpointe Asset Management first reported a position in AdvanSix in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's AdvanSix position peaked at $1.43K in Q1 2023.
  • 291 funds tracked by Wall St. Rank held AdvanSix as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.