HWA
ASIX icon

HHM Wealth Advisors’s AdvanSix ASIX Stock Holding History

HHM 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
2023
Q4 		– Sell
-7
Closed -$218 – 747
2023
Q3 		$218 Buy
+7
New +$243 ﹤0.01% 765
2022
Q4 		– Sell
-4
Closed – – 696
2022
Q3 		$0 Hold
4
– – ﹤0.01% 652
2022
Q2 		$0 Hold
4
– – ﹤0.01% 777
2022
Q1 		$0 Hold
4
– – ﹤0.01% 699
2021
Q4 		$0 Hold
4
– – ﹤0.01% 670
2021
Q3 		$0 Hold
4
– – ﹤0.01% 626
2021
Q2 		$0 Hold
4
– – ﹤0.01% 617
2021
Q1 		$0 Hold
4
– – ﹤0.01% 580
2020
Q4 		$0 Hold
4
– – ﹤0.01% 530
2020
Q3 		$0 Hold
4
– – ﹤0.01% 503
2020
Q2 		$0 Hold
4
– – ﹤0.01% 483
2020
Q1 		$0 Buy
+4
New +$62 ﹤0.01% 461

Other funds holding ASIX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HHM Wealth Advisors's ASIX Position: Q4 2023 in Review

HHM Wealth Advisors sold out of AdvanSix (ASIX) in Q4 2023, closing a stake of 7 shares — an estimated $218 sold.

HHM Wealth Advisors first reported a position in ASIX in Q1 2020 and held it in 12 quarters. The position peaked at $218 in Q3 2023. 281 funds tracked by Wall St. Rank hold ASIX as of Q4 2023.

  • HHM Wealth Advisors reported no remaining AdvanSix position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 7 AdvanSix shares in Q4 2023, an estimated $218.
  • HHM Wealth Advisors first reported a position in AdvanSix in Q1 2020 and held it in 12 quarters.
  • HHM Wealth Advisors's AdvanSix position peaked at $218 in Q3 2023.
  • 281 funds tracked by Wall St. Rank held AdvanSix as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.