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Evolution Wealth Advisors’s AdvanSix ASIX Stock Holding History

Evolution 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
2021
Q4 		– Sell
-4
Closed – – 177
2021
Q3 		$0 Buy
+4
New +$138 ﹤0.01% 664

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Evolution Wealth Advisors's ASIX Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of AdvanSix (ASIX) in Q4 2021, closing a stake of 4 shares.

Evolution Wealth Advisors first reported a position in ASIX in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 350 funds tracked by Wall St. Rank hold ASIX as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining AdvanSix position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 4 AdvanSix shares in Q4 2021.
  • Evolution Wealth Advisors first reported a position in AdvanSix in Q3 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's AdvanSix position peaked at $0 in Q3 2021.
  • 350 funds tracked by Wall St. Rank held AdvanSix as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.