EWA
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EverSource Wealth Advisors’s AdvanSix ASIX Stock Holding History

EverSource Wealth 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
2026
Q1 		$9.17K Buy
376
+242
+181% +$4.57K ﹤0.01% 2958
2025
Q4 		$2.32K Sell
134
-87
-39% -$1.52K ﹤0.01% 3452
2025
Q3 		$4.28K Buy
221
+23
+12% +$483 ﹤0.01% 3224
2025
Q2 		$4.7K Buy
198
+188
+1,880% +$4.26K ﹤0.01% 3185
2025
Q1 		$228 Sell
10
-6
-38% -$167 ﹤0.01% 3681
2024
Q4 		$456 Buy
16
+6
+60% +$181 ﹤0.01% 3228
2024
Q3 		$304 Hold
10
– – ﹤0.01% 2929
2024
Q2 		$280 Hold
10
– – ﹤0.01% 2962
2024
Q1 		$253 Buy
+10
New +$267 ﹤0.01% 2787
2023
Q4 		– Sell
-193
Closed -$6K – 2644
2023
Q3 		$6K Hold
193
– – ﹤0.01% 1633
2023
Q2 		$6.75K Hold
193
– – ﹤0.01% 1605
2023
Q1 		$7.39K Sell
193
-80
-29% -$3.2K ﹤0.01% 1498
2022
Q4 		$10.4K Hold
273
– – ﹤0.01% 1322
2022
Q3 		$9K Hold
273
– – ﹤0.01% 1149
2022
Q2 		$9K Hold
273
– – ﹤0.01% 1054
2022
Q1 		$14K Hold
273
– – ﹤0.01% 831
2021
Q4 		$12K Buy
+273
New +$12.6K ﹤0.01% 879

Other funds holding ASIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return