Berman Capital Advisors’s AdvanSix ASIX Stock Holding History

Berman Capital 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	$0	Hold	12	–	–	﹤0.01%	2057
2021 Q2	$0	Hold	12	–	–	﹤0.01%	1889
2021 Q1	$0	Sell	12 -20	-63%	-$510	﹤0.01%	1759
2020 Q4	$0	Hold	32	–	–	﹤0.01%	1661
2020 Q3	$0	Hold	32	–	–	﹤0.01%	1587
2020 Q2	$0	Sell	32 -2	-6%	-$23	﹤0.01%	1601
2020 Q1	$0	Sell	34 -86	-72%	-$1.33K	﹤0.01%	1459
2019 Q4	$1K	Hold	120	–	–	﹤0.01%	1293
2019 Q3	$2K	Buy	120 +88	+275%	+$2.14K	﹤0.01%	1142
2019 Q2	$0	Buy	32 +2	+7%	+$56	﹤0.01%	1461
2019 Q1	$0	Hold	30	–	–	﹤0.01%	1345
2018 Q4	$0	Buy	+30	New	+$833	﹤0.01%	1129

Other funds holding ASIX

BlackRock New York $5.72T AUM 30.48% 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

22NW LP Seattle, Washington $146M AUM 29.83% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's ASIX Position: Q3 2021 in Review

Berman Capital Advisors held its AdvanSix (ASIX) position steady in Q3 2021 at 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Berman Capital Advisors first reported a position in ASIX in Q4 2018 and has held it in 12 quarters since. The position peaked at $2K in Q3 2019. 304 funds tracked by Wall St. Rank hold ASIX as of Q3 2021.

Berman Capital Advisors held 12 shares of AdvanSix worth $0 as of Q3 2021.
Berman Capital Advisors left its AdvanSix share count unchanged in Q3 2021.
AdvanSix made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2057 holding.
Berman Capital Advisors first reported a position in AdvanSix in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's AdvanSix position peaked at $2K in Q3 2019.
304 funds tracked by Wall St. Rank held AdvanSix as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.