Global Financial Private Client’s AdvanSix ASIX Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-19	Closed	-$430	–	324
2025 Q1	$430	Hold	19	–	–	﹤0.01%	1338
2024 Q4	$541	Hold	19	–	–	﹤0.01%	914
2024 Q3	$577	Hold	19	–	–	﹤0.01%	780
2024 Q2	$435	Hold	19	–	–	﹤0.01%	660
2024 Q1	$517	Hold	19	–	–	﹤0.01%	677
2023 Q4	$569	Hold	19	–	–	﹤0.01%	655
2023 Q3	$567	Hold	19	–	–	﹤0.01%	643
2023 Q2	$683	Hold	19	–	–	﹤0.01%	633
2023 Q1	$735	Hold	19	–	–	﹤0.01%	634
2022 Q4	$722	Hold	19	–	–	﹤0.01%	625
2022 Q3	$636	Hold	19	–	–	﹤0.01%	604
2022 Q2	$628	Hold	19	–	–	﹤0.01%	599
2022 Q1	$974	Hold	19	–	–	﹤0.01%	586
2021 Q4	$898	Hold	19	–	–	﹤0.01%	581
2021 Q3	$800	Hold	19	–	–	﹤0.01%	543
2021 Q2	$574	Hold	19	–	–	﹤0.01%	574
2021 Q1	$531	Hold	19	–	–	﹤0.01%	549
2020 Q4	$380	Hold	19	–	–	﹤0.01%	543
2020 Q3	$250	Hold	19	–	–	﹤0.01%	457
2020 Q2	$209	Hold	19	–	–	﹤0.01%	502
2020 Q1	$190	Hold	19	–	–	﹤0.01%	522
2019 Q4	$379	Buy	+19	New	+$415	﹤0.01%	531

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Global Financial Private Client's ASIX Position: Q2 2025 in Review

Global Financial Private Client sold out of AdvanSix (ASIX) in Q2 2025, closing a stake of 19 shares — an estimated $430 sold.

Global Financial Private Client first reported a position in ASIX in Q4 2019 and held it in 22 quarters. The position peaked at $974 in Q1 2022. 280 funds tracked by Wall St. Rank hold ASIX as of Q2 2025.

Global Financial Private Client reported no remaining AdvanSix position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 19 AdvanSix shares in Q2 2025, an estimated $430.
Global Financial Private Client first reported a position in AdvanSix in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's AdvanSix position peaked at $974 in Q1 2022.
280 funds tracked by Wall St. Rank held AdvanSix as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.