Essential Planning’s AdvanSix ASIX Stock Holding History

Essential Planning’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	-9,100	Closed	-$275K	–	92
2024 Q4	$275K	Buy	+9,100	New	+$275K	﹤0.01%	293

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

Essential Planning's ASIX Position: Q1 2025 in Review

Essential Planning sold out of AdvanSix (ASIX) in Q1 2025, closing a stake of 9,100 shares — an estimated $275K sold.

Essential Planning first reported a position in ASIX in Q4 2024 and held it in 1 quarter. The position peaked at $275K in Q4 2024. 277 funds tracked by Wall St. Rank hold ASIX as of Q1 2025.

Essential Planning reported no remaining AdvanSix position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 9,100 AdvanSix shares in Q1 2025, an estimated $275K.
Essential Planning first reported a position in AdvanSix in Q4 2024 and held it in 1 quarter.
Essential Planning's AdvanSix position peaked at $275K in Q4 2024.
277 funds tracked by Wall St. Rank held AdvanSix as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.