Heritage Wealth Advisors’s AdvanSix ASIX Stock Holding History

Heritage 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
2019 Q4	–	Sell	-37	Closed	–	–	714
2019 Q3	$0	Hold	37	–	–	﹤0.01%	432
2019 Q2	$904	Hold	37	–	–	﹤0.01%	439
2019 Q1	$1.06K	Hold	37	–	–	﹤0.01%	424
2018 Q4	$0	Hold	37	–	–	﹤0.01%	387
2018 Q3	$1K	Buy	+37	New	+$1.33K	﹤0.01%	365

Other funds holding ASIX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FVP

Firefly Value Partners Newtown, Pennsylvania $59.9M AUM 5.97% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Advisors's ASIX Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of AdvanSix (ASIX) in Q4 2019, closing a stake of 37 shares.

Heritage Wealth Advisors first reported a position in ASIX in Q3 2018 and held it in 5 quarters. The position peaked at $1.06K in Q1 2019. 301 funds tracked by Wall St. Rank hold ASIX as of Q4 2019.

Heritage Wealth Advisors reported no remaining AdvanSix position as of Q4 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 37 AdvanSix shares in Q4 2019.
Heritage Wealth Advisors first reported a position in AdvanSix in Q3 2018 and held it in 5 quarters.
Heritage Wealth Advisors's AdvanSix position peaked at $1.06K in Q1 2019.
301 funds tracked by Wall St. Rank held AdvanSix as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.