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Evoke Wealth’s AdvanSix ASIX Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-6
Closed – – 412
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1168
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1168
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1157
2021
Q4 		$0 Hold
6
– – ﹤0.01% 1176
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1140
2021
Q2 		$179K Hold
6
– – 0.01% 366
2021
Q1 		$0 Hold
6
– – ﹤0.01% 1163
2020
Q4 		$0 Hold
6
– – ﹤0.01% 1032
2020
Q3 		$0 Hold
6
– – ﹤0.01% 1017
2020
Q2 		$0 Sell
6
-2
-25% -$23 ﹤0.01% 1068
2020
Q1 		$76 Sell
8
-5
-38% -$78 ﹤0.01% 1110
2019
Q4 		$259 Hold
13
– – ﹤0.01% 1222
2019
Q3 		$334 Buy
+13
New +$316 ﹤0.01% 1374

Other funds holding ASIX

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's ASIX Position: Q4 2022 in Review

Evoke Wealth sold out of AdvanSix (ASIX) in Q4 2022, closing a stake of 6 shares.

Evoke Wealth first reported a position in ASIX in Q3 2019 and held it in 13 quarters. The position peaked at $179K in Q2 2021. 316 funds tracked by Wall St. Rank hold ASIX as of Q4 2022.

  • Evoke Wealth reported no remaining AdvanSix position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 6 AdvanSix shares in Q4 2022.
  • Evoke Wealth first reported a position in AdvanSix in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's AdvanSix position peaked at $179K in Q2 2021.
  • 316 funds tracked by Wall St. Rank held AdvanSix as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.